WGFIX Alternatives & Similar Mutual Funds

William Blair Global Leaders Fund (WGFIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WGFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WGFIX

WGFIX charges 0.90% annually. There are 96 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	WGFIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	WGFIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	WGFIX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	WGFIX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	WGFIX vs VTWAX

Best Risk-Adjusted Alternatives to WGFIX

WGFIX has a PortfoliosLab risk / return rank of 20. There are 196 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	WGFIX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	WGFIX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	WGFIX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	WGFIX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	WGFIX vs PGVFX

Top Performing WGFIX Alternatives (YTD)

WGFIX is at 4.53% YTD. There are 202 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	WGFIX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	WGFIX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	WGFIX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	WGFIX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	WGFIX vs EPSYX

Lowest Volatility Alternatives to WGFIX

WGFIX has 15.87% 1-year volatility. There are 169 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	WGFIX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	WGFIX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	WGFIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	WGFIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	WGFIX vs SVTAX

Lowest Drawdown Alternatives to WGFIX

WGFIX has a 1-year max drawdown of -13.11%. There are 196 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	WGFIX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	WGFIX vs MBXAX
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	WGFIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	WGFIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	WGFIX vs SGMAX

Other Mutual Funds from William Blair

The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LCGFX	William Blair Large Cap Growth Fund	Large Cap Growth Equities	6	0.27%	—	Dec 1999	WGFIX vs LCGFX
WBCIX	William Blair Small-Mid Cap Core Fund	Small Cap Blend Equities	27	12.33%	—	Oct 2019	WGFIX vs WBCIX
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	26	9.62%	—	Dec 2003	WGFIX vs WSMDX
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	46	16.77%	—	Dec 1999	WGFIX vs WBSIX
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Equities	29	7.72%	—	Oct 2011	WGFIX vs BESIX
WISIX	William Blair International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	9	5.19%	—	Oct 2005	WGFIX vs WISIX
WBGSX	William Blair Growth Fund	Large Cap Growth Equities	9	3.28%	—	Mar 1946	WGFIX vs WBGSX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	30	10.73%	—	Sep 1992	WGFIX vs WBIGX
WILIX	William Blair International Leaders Fund	Foreign Large Cap Equities	37	12.60%	—	Aug 2012	WGFIX vs WILIX
WBELX	William Blair Emerging Markets Leaders Fund	Emerging Markets Equities	31	8.89%	—	Mar 2008	WGFIX vs WBELX

Often Compared With WGFIX

Investors most often compare WGFIX with VHGEX, WBIIX, BIGIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VHGEX	Vanguard Global Equity Fund	Global Equities	30	6.89%	7.60B	Aug 1995	WGFIX vs VHGEX
WBIIX	William Blair Institutional International Growth F...	Foreign Large Cap Equities	29	10.79%	—	Jul 2002	WGFIX vs WBIIX
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	28	10.91%	—	May 2019	WGFIX vs BIGIX
WEDIX	William Blair Emerging Markets Debt Fund	Emerging Markets Bonds	90	3.49%	—	May 2021	WGFIX vs WEDIX
MFWIX	MFS Global Total Return Fund Class I	Global Equities	75	8.22%	—	Sep 1990	WGFIX vs MFWIX
BGFIX	William Blair Growth Fund	Large Cap Growth Equities	9	3.39%	—	Oct 1999	WGFIX vs BGFIX
WICGX	William Blair China Growth Fund	China Equities, Asia Pacific Equities	9	-0.61%	—	Aug 2021	WGFIX vs WICGX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	Emerging Markets Equities	77	31.50%	—	Jul 2022	WGFIX vs WXCIX
GCCHX	GMO Climate Change Fund	Global Equities	61	10.46%	—	Apr 2017	WGFIX vs GCCHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Infrastructure Equities, Global Equities	43	7.74%	—	—	WGFIX vs GLIFX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Quality Factor, Global Equities	70	11.60%	—	Jun 2021	WGFIX vs GQFPX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	79	12.43%	—	Aug 2017	WGFIX vs CSUAX
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.26%	—	Mar 2010	WGFIX vs ARTHX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	51	11.52%	—	May 2007	WGFIX vs CAEIX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	24	2.81%	—	May 2011	WGFIX vs GAOAX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	95	16.88%	3.70B	May 1984	WGFIX vs VGPMX
FGIAX	Nuveen Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	66	11.78%	—	Dec 2007	WGFIX vs FGIAX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Quality Factor, Global Equities	27	7.29%	—	Mar 2019	WGFIX vs GQRIX
NALFX	New Alternatives Fund	Global Equities	54	13.40%	—	Sep 1982	WGFIX vs NALFX
JGYIX	John Hancock Global Shareholder Yield Fund	Global Equities	95	19.94%	—	Feb 2007	WGFIX vs JGYIX

Compare WGFIX with Any Fund or Stock

Compare WGFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WGFIX with funds that move differently

William Blair Global Leaders Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WGFIX.

Explore WGFIX Diversifiers

William Blair Global Leaders Fund (WGFIX) Alternatives