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William Blair International Equity N (WIENX) Fund Ranking and Research

Ranking, Research and Recommendation of William Blair International Equity N (WIENX) Fund

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Graph of William Blair International Equity N Fund (WIENX) ManagerFund Manager - John C. Murphy

Fund Manager Information

Fund Manager Tenure: 4.6 years
Similar Funds: WIEIX 
Fund Family: William Blair
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of William Blair International Equity N Fund (WIENX) ProfileWilliam Blair International Equity N Fund (WIENX) Profile

Fund Profile and Description

William Blair International Equity N Fund seeks long-term capital appreciation. William Blair International Equity N Fund normally invests at least 80% of net assets in equity securities. It primarily invests in a diversified portfolio of common stocks of large and medium-sized companies included in the MSCI AC World Ex.-U.S. index. The Advisor generally seeks common stocks of companies that historically have had and are expected to maintain superior growth, profitability and quality relative to local markets and relative to companies within the same industry worldwide. To a limited extent, the fund may also invest in small-sized companies and Emerging Market countries.

 

William Blair International Equity N (WIENX) Fund Strength What we like about William Blair International Equity N (WIENX) Fund

Data for William Blair International Equity N Fund (WIENX) as of May 30, 2016

  • William Blair International Equity N Fund (WIENX) management has been with William Blair International Equity N Fund for 4.6 years
  • William Blair International Equity N Fund (WIENX) has good short-term performance (1-year return -7.60% vs -7.92% Foreign Large Growth category median performance)
  • William Blair International Equity N Fund (WIENX) has good mid-term performance (3-year return 3.19% vs 2.71% Foreign Large Growth category median performance)
  • William Blair International Equity N Fund (WIENX) has good Long-term performance (5-year return 2.62% vs 2.51% Foreign Large Growth category median performance)
  • William Blair International Equity N Fund (WIENX) ratio of up-years vs down years is greater than 2
  • Asset base in William Blair International Equity N Fund (WIENX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • William Blair International Equity N Fund (WIENX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.53, lower than category average of 12.66

William Blair International Equity N Fund (WIENX) Weakness What we are cautious about William Blair International Equity N (WIENX) Fund

Data for William Blair International Equity N Fund (WIENX) as of May 30, 2016

  • William Blair International Equity N Fund (WIENX) has a Morningstar rating of 3 and below
  • William Blair International Equity N Fund (WIENX) has an annual stock turnover rate of 54.00% that is higher than the Foreign Large Growth average of 52.29%. This could mean William Blair International Equity N is more nimble, but also signal potential high tax impact and high trading fees
  • William Blair International Equity N Fund (WIENX) has a higher expense ratio of 1.32% than its Foreign Large Growth average of 1.30%
  • Even though William Blair International Equity N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See William Blair International Equity N Fund (WIENX) performance details as of May 30, 2016

 

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Compare William Blair International Equity N Fund (WIENX)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 International Equity N-0.79-7.603.192.62
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 International Equity N Fund (WIENX)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 International Equity N Fund (WIENX) Net Asset TrackingWilliam Blair International Equity N (WIENX) Fund Net Asset

Track net asset change of William Blair International Equity N fund (WIENX)

DateNet Asset
05/2016$72.01M
03/2016$62.22M
02/2016$57.74M
More historic net asset information on William Blair International Equity N Fund (WIENX)

  

Graph of William Blair International Equity N Fund (WIENX) Portfolio TrackingWilliam Blair International Equity N (WIENX) Fund Portfolio Allocation

Track portfolio allocation change of William Blair International Equity N fund (WIENX)

DateCashStockBondOther
04/20161.97%95.22%0%2.81%
02/20163.16%96.8%0%0.04%
01/20163.98%96.01%0%0.01%
Click here to see more historic asset allocation information on William Blair International Equity N Fund (WIENX)

 

graph of William Blair International Equity N Fund (WIENX) Top 10 Position TrackingTop 10 Holdings in William Blair International Equity N (WIENX) Fund

Discover what William Blair International Equity N Fund (WIENX) manager is buying

Apr 29, 2016
UNILEVER NV CERT SHS [2.83%]
TORONTO-DOMINION BANK [2.28%]
Rio Tinto PLC [2.14%]
Compass Group PLC [2.13%]
Reckitt Benckiser Group PLC [1.98%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [1.98%]
ROCHE HLDG AG DIV RT [1.96%]
RELX PLC [1.88%]
CDN NATURAL RES [1.88%]
Total SA [1.81%]

Feb 28, 2016
UNILEVER NV CERT SHS [3.05%]
Compass Group PLC [2.96%]
Reckitt Benckiser Group PLC [2.43%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [2.15%]
RELX PLC [1.99%]
Rio Tinto PLC [1.82%]
Total SA [1.73%]
Royal Dutch Shell PLC Class A [1.69%]
ASSA ABLOY SER B SEK [1.69%]
AIA Group Ltd [1.64%]

Jan 30, 2016
UNILEVER NV CERT SHS [2.99%]
Compass Group PLC [2.83%]
Reckitt Benckiser Group PLC [2.31%]
RELX PLC [1.98%]
AIA Group Ltd [1.74%]
ANHEUSER-BUSCH INBEV [1.71%]
Total SA [1.66%]
Rio Tinto PLC [1.65%]
Veolia Environnement SA [1.61%]
WPP PLC [1.58%]
Click here for Stock Holding Change Map in William Blair International Equity N Fund (WIENX)

  

Latest News on William Blair International Equity N (WIENX) Fund

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