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 93 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
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	2.00B	Dec 2013	WGFIX vs VMNVX

Best Risk-Adjusted Alternatives to WGFIX

WGFIX has a PortfoliosLab risk / return rank of 25. There are 165 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	96	—	Jun 2014	WGFIX vs LVAGX
VGPMX	Vanguard Global Capital Cycles Fund	95	3.90B	May 1984	WGFIX vs VGPMX
GCCHX	GMO Climate Change Fund	93	—	Apr 2017	WGFIX vs GCCHX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	WGFIX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	WGFIX vs JGYIX

Top Performing WGFIX Alternatives (YTD)

WGFIX is at 8.46% YTD. There are 149 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.

Symbol	Name	YTD Return	AUM	Inception
OBEGX	Oberweis Global Opportunities Fund	28.94%	—	Jan 1987	WGFIX vs OBEGX
GCCHX	GMO Climate Change Fund	28.83%	—	Apr 2017	WGFIX vs GCCHX
LVAGX	LSV Global Value Fund	25.25%	—	Jun 2014	WGFIX vs LVAGX
AGLOX	Ariel Global Fund	24.67%	—	Dec 2011	WGFIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	23.78%	—	Dec 1995	WGFIX vs PRGSX

Lowest Volatility Alternatives to WGFIX

WGFIX has 13.43% 1-year volatility. There are 133 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.81%	2.00B	Dec 2013	WGFIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	6.83%	2.00B	Dec 2013	WGFIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.21%	—	Jul 2006	WGFIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.38%	—	Sep 1990	WGFIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.62%	—	Jan 2016	WGFIX vs SGMAX

Lowest Drawdown Alternatives to WGFIX

WGFIX has a 1-year max drawdown of -13.11%. There are 194 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	WGFIX vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	-5.24%	—	Jun 2021	WGFIX vs GQFPX
GQRPX	GQG Partners Global Quality Equity Fund	-5.37%	—	Mar 2019	WGFIX vs GQRPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	-5.40%	—	Mar 2019	WGFIX vs GQRIX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	WGFIX vs LVAFX

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	14	5.61%	—	Dec 1999	WGFIX vs LCGFX
WBCIX	William Blair Small-Mid Cap Core Fund	Small Cap Blend Equities	26	12.39%	—	Oct 2019	WGFIX vs WBCIX
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	32	12.98%	—	Dec 2003	WGFIX vs WSMDX
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	38	16.21%	—	Dec 1999	WGFIX vs WBSIX
WBGSX	William Blair Growth Fund	Large Cap Growth Equities	24	10.45%	—	Mar 1946	WGFIX vs WBGSX
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Diversified	67	21.68%	—	Oct 2011	WGFIX vs BESIX
WISIX	William Blair International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	12	12.59%	—	Oct 2005	WGFIX vs WISIX
WILIX	William Blair International Leaders Fund	Foreign Large Cap Equities	35	16.99%	—	Aug 2012	WGFIX vs WILIX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	29	15.58%	—	Sep 1992	WGFIX vs WBIGX
WBELX	William Blair Emerging Markets Leaders Fund	Emerging Markets Diversified	54	18.81%	—	Mar 2008	WGFIX vs WBELX

Often Compared With WGFIX

Investors most often compare WGFIX with VHGEX, WBIIX, WEDIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VHGEX	Vanguard Global Equity Fund	Global Equities	32	7.78%	7.60B	Aug 1995	WGFIX vs VHGEX
WBIIX	William Blair Institutional International Growth F...	Foreign Large Cap Equities	30	15.67%	—	Jul 2002	WGFIX vs WBIIX
WEDIX	William Blair Emerging Markets Debt Fund	Emerging Markets Bonds	91	4.24%	—	May 2021	WGFIX vs WEDIX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	24	7.33%	—	—	WGFIX vs GLIFX
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	30	14.97%	—	May 2019	WGFIX vs BIGIX
ARTHX	Artisan Global Equity Fund	Global Equities	62	13.35%	—	Mar 2010	WGFIX vs ARTHX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	89	23.10%	—	May 2007	WGFIX vs CAEIX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	29	5.47%	—	May 2011	WGFIX vs GAOAX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	29	9.87%	—	Dec 2007	WGFIX vs FGIAX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	89	13.17%	—	Sep 1996	WGFIX vs FMIEX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	17	2.95%	—	Dec 2013	WGFIX vs MVGIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	40	9.47%	—	Aug 2017	WGFIX vs CSUAX
TAVFX	Third Avenue Value Fund	Global Equities	84	16.28%	—	Oct 1990	WGFIX vs TAVFX
NALFX	New Alternatives Fund	Global Equities	64	19.18%	—	Sep 1982	WGFIX vs NALFX
PGVFX	Polaris Global Value Fund	Global Equities	90	19.64%	—	May 1998	WGFIX vs PGVFX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	57	15.05%	—	Jul 2010	WGFIX vs PRAFX
WICGX	William Blair China Growth Fund	China Equities	17	6.28%	—	Aug 2021	WGFIX vs WICGX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	Emerging Markets Equities	95	52.50%	—	Jul 2022	WGFIX vs WXCIX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	91	19.80%	—	Aug 1994	WGFIX vs MDGCX
BGFIX	William Blair Growth Fund	Large Cap Growth Equities	25	10.81%	—	Oct 1999	WGFIX vs BGFIX

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