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 97 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
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	WGFIX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	WGFIX vs UCEQX

Best Risk-Adjusted Alternatives to WGFIX

WGFIX has a PortfoliosLab risk / return rank of 30. There are 153 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	WGFIX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	WGFIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	WGFIX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	WGFIX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	WGFIX vs JGYIX

Top Performing WGFIX Alternatives (YTD)

WGFIX is at 9.97% YTD. There are 128 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	WGFIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	WGFIX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	WGFIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	WGFIX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	WGFIX vs FIQOX

Lowest Volatility Alternatives to WGFIX

WGFIX has 14.83% 1-year volatility. There are 155 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	WGFIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	WGFIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	WGFIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	WGFIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	WGFIX vs SGMAX

Lowest Drawdown Alternatives to WGFIX

WGFIX has a 1-year max drawdown of -13.11%. There are 197 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
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
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	WGFIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	WGFIX vs SVTAX

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	8	0.13%	—	Dec 1999	WGFIX vs LCGFX
WBCIX	William Blair Small-Mid Cap Core Fund	Small Cap Blend Equities	28	13.42%	—	Oct 2019	WGFIX vs WBCIX
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	33	14.00%	—	Dec 2003	WGFIX vs WSMDX
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	42	19.52%	—	Dec 1999	WGFIX vs WBSIX
WBGSX	William Blair Growth Fund	Large Cap Growth Equities	15	5.97%	—	Mar 1946	WGFIX vs WBGSX
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Diversified	69	24.53%	—	Oct 2011	WGFIX vs BESIX
WISIX	William Blair International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	16	13.02%	—	Oct 2005	WGFIX vs WISIX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	41	18.51%	—	Sep 1992	WGFIX vs WBIGX
WILIX	William Blair International Leaders Fund	Foreign Large Cap Equities	43	18.80%	—	Aug 2012	WGFIX vs WILIX
WBELX	William Blair Emerging Markets Leaders Fund	Emerging Markets Diversified	59	21.74%	—	Mar 2008	WGFIX vs WBELX

Often Compared With WGFIX

Investors most often compare WGFIX with VHGEX, WBIIX, WEDIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VHGEX	Vanguard Global Equity Fund	Global Equities	29	6.37%	7.60B	Aug 1995	WGFIX vs VHGEX
WBIIX	William Blair Institutional International Growth F...	Foreign Large Cap Equities	41	18.59%	—	Jul 2002	WGFIX vs WBIIX
WEDIX	William Blair Emerging Markets Debt Fund	Emerging Markets Bonds	92	4.48%	—	May 2021	WGFIX vs WEDIX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	34	8.80%	—	—	WGFIX vs GLIFX
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	42	18.66%	—	May 2019	WGFIX vs BIGIX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	WGFIX vs GCCHX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	29	6.50%	—	Jun 2021	WGFIX vs GQFPX
WICGX	William Blair China Growth Fund	China Equities	37	17.46%	—	Aug 2021	WGFIX vs WICGX
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	WGFIX vs ARTHX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	82	18.53%	—	May 2007	WGFIX vs CAEIX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	48	11.69%	—	Dec 2007	WGFIX vs FGIAX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	25	4.27%	—	May 2011	WGFIX vs GAOAX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	Emerging Markets Equities	96	59.62%	—	Jul 2022	WGFIX vs WXCIX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	WGFIX vs VGPMX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.20%	—	Dec 2013	WGFIX vs MVGIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	WGFIX vs FMIEX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	4.25%	—	Mar 2019	WGFIX vs GQRIX
TAVFX	Third Avenue Value Fund	Global Equities	75	10.91%	—	Oct 1990	WGFIX vs TAVFX
NALFX	New Alternatives Fund	Global Equities	63	18.71%	—	Sep 1982	WGFIX vs NALFX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	4.15%	—	Mar 2019	WGFIX vs GQRPX

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