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William Blair Instl International Gr (WBIIX) Fund Ranking and Research

Ranking, Research and Recommendation of William Blair Instl International Gr (WBIIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of William Blair Instl International Gr Fund (WBIIX) ManagerFund Manager - Simon A. Fennell

Fund Manager Information

Fund Manager Tenure: 5.5 years
Similar Funds: WBIGX 
Fund Family: William Blair
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of William Blair Instl International Gr Fund (WBIIX) ProfileWilliam Blair Instl International Gr Fund (WBIIX) Profile

Fund Profile and Description

William Blair Instl International Gr Fund seeks long-term capital appreciation. William Blair Instl International Gr Fund's assets normally will be allocated among not fewer than six different countries and will not concentrate investments in any particular industry. However, the fund may have more than 25% of assets invested in any major industrial or developed country. William Blair Instl International Gr Fund ordinarily invests at least 80% of assets in a diversified portfolio of common stocks, which the advisor believes have above-average growth, profitability and quality characteristics, issued by companies domiciled outside the U.S.

 

William Blair Instl International Gr (WBIIX) Fund Strength What we like about William Blair Instl International Gr (WBIIX) Fund

Data for William Blair Instl International Gr Fund (WBIIX) as of May 30, 2016

  • William Blair Instl International Gr Fund (WBIIX) management has been with William Blair Instl International Gr Fund for 5.5 years
  • William Blair Instl International Gr Fund (WBIIX) has good Long-term performance (5-year return 3.46% vs 2.51% Foreign Large Growth category median performance)
  • William Blair Instl International Gr Fund (WBIIX) ratio of up-years vs down years is greater than 2
  • William Blair Instl International Gr Fund (WBIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.2, lower than category average of 12.66
  • William Blair Instl International Gr Fund (WBIIX) has a lower expense ratio than its Foreign Large Growth average: 0.96% vs 1.30%
  • William Blair Instl International Gr Fund (WBIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

William Blair Instl International Gr Fund (WBIIX) Weakness What we are cautious about William Blair Instl International Gr (WBIIX) Fund

Data for William Blair Instl International Gr Fund (WBIIX) as of May 30, 2016

  • William Blair Instl International Gr Fund (WBIIX) has a less-than-ideal short-term performance (1-year return -9.47% vs -7.92% Foreign Large Growth category median performance)
  • William Blair Instl International Gr Fund (WBIIX) has a less-than-ideal mid-term performance (3-year return 2.31% vs 2.71% Foreign Large Growth category median performance)
  • William Blair Instl International Gr Fund (WBIIX) has a Morningstar rating of 3 and below
  • William Blair Instl International Gr Fund (WBIIX) is less safe compared to its Foreign Large Growth peers
  • William Blair Instl International Gr Fund (WBIIX) has an annual stock turnover rate of 70.00% that is higher than the Foreign Large Growth average of 52.29%. This could mean William Blair Instl International Gr is more nimble, but also signal potential high tax impact and high trading fees
  • William Blair Instl International Gr Fund (WBIIX) does not have a good risk adjusted return as its 3-year Alpha of 2.06 is worse than category average of 2.16, and its 3-year Sharpe ratio is 0.24
See William Blair Instl International Gr Fund (WBIIX) performance details as of May 30, 2016

 

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Compare William Blair Instl International Gr Fund (WBIIX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
William Blair Instl International Gr-1.79-9.472.313.46
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare William Blair Instl International Gr Fund (WBIIX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of William Blair Instl International Gr Fund (WBIIX) Net Asset TrackingWilliam Blair Instl International Gr (WBIIX) Fund Net Asset

Track net asset change of William Blair Instl International Gr fund (WBIIX)

DateNet Asset
05/2016$2.07B
03/2016$2.04B
02/2016$2.12B
More historic net asset information on William Blair Instl International Gr Fund (WBIIX)

  

Graph of William Blair Instl International Gr Fund (WBIIX) Portfolio TrackingWilliam Blair Instl International Gr (WBIIX) Fund Portfolio Allocation

Track portfolio allocation change of William Blair Instl International Gr fund (WBIIX)

DateCashStockBondOther
04/20161.56%98.02%0%0.42%
02/20162.56%96.33%0%1.11%
01/20162.85%95.9%0%1.25%
Click here to see more historic asset allocation information on William Blair Instl International Gr Fund (WBIIX)

 

graph of William Blair Instl International Gr Fund (WBIIX) Top 10 Position TrackingTop 10 Holdings in William Blair Instl International Gr (WBIIX) Fund

Discover what William Blair Instl International Gr Fund (WBIIX) manager is buying

Apr 29, 2016
Total SA [1.99%]
TORONTO-DOMINION BANK [1.62%]
Royal Dutch Shell PLC Class A [1.59%]
Samsung Electronics Co Ltd [1.49%]
Vinci SA [1.48%]
KDDI CORP [1.37%]
ORIX CORPORATION [1.36%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [1.21%]
ENBRIDGE INC [1.17%]
AIA Group Ltd [1.17%]

Feb 28, 2016
Unilever PLC [1.87%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [1.73%]
Total SA [1.51%]
Royal Dutch Shell PLC Class A [1.5%]
Teva Pharmaceutical Industries [1.46%]
Check Point Software Technologi [1.27%]
BT Group PLC [1.22%]
SAP SE [1.21%]
ACTELION LTD [1.21%]
Compass Group PLC [1.2%]

Jan 30, 2016
AIA Group Ltd [1.74%]
Unilever PLC [1.67%]
ORIX CORPORATION [1.6%]
Teva Pharmaceutical Industries [1.56%]
SX5E/AXA BANQUE 25 [1.49%]
Total SA [1.45%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [1.42%]
FUJI HEAVY INDS LTD [1.39%]
Intesa Sanpaolo [1.36%]
Prudential PLC [1.31%]
Click here for Stock Holding Change Map in William Blair Instl International Gr Fund (WBIIX)

  

Latest News on William Blair Instl International Gr (WBIIX) Fund

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