William Blair Emerging Markets Small Cap Growth Fund R6 Class

Frequently Asked Questions About WESJX

What does WESJX invest in?

This fund aims to achieve significant capital appreciation over the long term. Under typical market conditions, it allocates at least 80% of its net assets, including any funds borrowed for investment, to equity holdings in small-capitalization ("small-cap") companies situated in emerging markets. The portfolio is primarily constructed as a diversified collection of equity securities, such as common shares and other equity-linked investments (e.g., convertible securities), issued by these emerging market small-cap firms. The Advisor selects companies believed to possess above-average growth potential, strong profitability, and high-quality characteristics.

What is the expense ratio of WESJX?

William Blair Emerging Markets Small Cap Growth Fund R6 Class (WESJX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WESJX?

William Blair Emerging Markets Small Cap Growth Fund R6 Class (WESJX) is one share class of a fund that manages $401.3M across all of its share classes (BESIX, WESNX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WESJX actively managed or an index fund?

WESJX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WESJX's is 1.10%) in exchange for the discretion to over- or under-weight positions.

When was WESJX launched?

William Blair Emerging Markets Small Cap Growth Fund R6 Class (WESJX) launched in December 2012 and is managed by the fund issuer.

How has WESJX performed?

WESJX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.