Nasdaq - Delayed Quote USD

William Blair Emerg Mkts Sm Cp Gr N (WESNX)

20.37 +0.20 (+0.99%)
At close: April 26 at 8:01 PM EDT

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of emerging market small capitalization ("small cap") companies. The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by emerging market small cap companies, that the Adviser believes have above average growth, profitability and quality characteristics.

William Blair Emerg Mkts Sm Cp Gr N

Chicago, IL 60606
222 W Adams St
877-962-5247

Fund Overview

Category Diversified Emerging Mkts
Fund Family William Blair
Net Assets 407.41M
YTD Return 3.15%
Yield 0.04%
Morningstar Rating
Inception Date Oct 24, 2011

Fund Operations

Last Dividend 0.01
Last Cap Gain 4.00
Holdings Turnover 117.00%
Average for Category --

Fees & Expenses

Expense WESNX Category Average
Annual Report Expense Ratio (net) 1.15% 1.23%
Prospectus Net Expense Ratio 1.15% --
Prospectus Gross Expense Ratio 1.40% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

D. J. Neiman, Lead Manager since July 12, 2021
D.J. Neiman, CFA, partner, is a portfolio manager for the International Small Cap Growth and Emerging Markets Small Cap Growth strategies. Before becoming a portfolio manager, D.J. was a global research analyst covering small‐cap financial stocks. Before joining Investment Management in 2009, D.J. was an analyst in the firm’s sell‐side research group, covering the financials sector with a focus on the asset‐management and advisory investment‐banking industries. Previously, D.J. was a senior accountant with William Blair Funds and a fund analyst at Scudder Kemper Investments. He is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. from Miami University and an M.B.A., with high distinction, from the University of Michigan’s Ross School of Business.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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