William Blair Global Leaders N

Frequently Asked Questions About WGGNX

What does WGGNX invest in?

Under typical market circumstances, this fund allocates a minimum of 80% of its total capital to a diverse range of equity investments. This includes standard common stocks as well as other equity-linked instruments, such as securities that can be converted into common shares. These holdings are in companies of all sizes, located worldwide, which the Adviser identifies as possessing above-average potential for growth, strong profitability, and high-quality attributes. Furthermore, ordinarily, at least 40% of the fund's assets are directed towards companies based outside the United States.

What is the expense ratio of WGGNX?

William Blair Global Leaders N (WGGNX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WGGNX?

William Blair Global Leaders N (WGGNX) manages $11.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WGGNX actively managed or an index fund?

WGGNX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WGGNX's is 1.15%) in exchange for the discretion to over- or under-weight positions.

When was WGGNX launched?

William Blair Global Leaders N (WGGNX) launched in October 2007 and is managed by the fund issuer.

How has WGGNX performed?

WGGNX'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.