William Blair Global Fund Quote
| WGFIX Fund | USD 16.96 0.05 0.29% |
Performance3 of 100
| Odds Of DistressLess than 22
|
William Blair is trading at 16.96 as of the 27th of November 2024; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 17.01. William Blair has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for William Blair Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , issued by companies of all sizes worldwide, that the Adviser believes have above-average growth, profitability and quality characteristics. More on William Blair Global
Moving together with William Mutual Fund
William Mutual Fund Highlights
| Fund Concentration | William Blair Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, William Blair (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
William Blair Global [WGFIX] is traded in USA and was established 27th of November 2024. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of William Blair family. This fund at this time has accumulated 104.73 M in net assets with no minimum investment requirementsWilliam Blair Global is currently producing year-to-date (YTD) return of 10.21% with the current yeild of 0.0%, while the total return for the last 3 years was -1.15%.
Check William Blair Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on William Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding William Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as William Blair Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top William Blair Global Mutual Fund Constituents
| HD | Home Depot | Stock | Consumer Discretionary | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| HXGBY | Hexagon AB ADR | Pink Sheet | Scientific & Technical Instruments | |
| UNP | Union Pacific | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ULTA | Ulta Beauty | Stock | Consumer Discretionary | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
William Blair Global Risk Profiles
| Mean Deviation | 0.6221 | |||
| Semi Deviation | 0.8633 | |||
| Standard Deviation | 0.8175 | |||
| Variance | 0.6683 |
William Blair Against Markets
Other Information on Investing in William Mutual Fund
William Blair financial ratios help investors to determine whether William Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in William with respect to the benefits of owning William Blair security.
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