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 | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | WGFIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | WGFIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | WGFIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | WGFIX vs VTWAX | |
| 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 21. There are 179 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | WGFIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | WGFIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | WGFIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | WGFIX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | WGFIX vs PGVFX |
Top Performing WGFIX Alternatives (YTD)
WGFIX is at 8.01% YTD. There are 165 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | WGFIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | WGFIX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | WGFIX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | WGFIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | WGFIX vs YFSNX |
Lowest Volatility Alternatives to WGFIX
WGFIX has 15.15% 1-year volatility. There are 156 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | WGFIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | WGFIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | WGFIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | WGFIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | WGFIX vs SGMAX |
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 -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | WGFIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | WGFIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | WGFIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | WGFIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | WGFIX vs CSUAX |
Other Mutual Funds from William Blair
The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 7 categories.
Often Compared With WGFIX
Investors most often compare WGFIX with VHGEX, WBIIX, BIGIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare WGFIX with Any Fund or Stock
Compare WGFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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