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The fund aims for long-term capital growth. Its investment strategy primarily involves a diversified collection of equity instruments, including common stocks and other forms of equity ownership like convertible securities. These are issued by companies of any size based outside the U.S., which the advisor deems to have superior growth, profitability, and quality. Normally, the portfolio maintains a concentrated holding of between 40 and 70 securities.
Is WILJX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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