WILIX
International Leaders Fund
Why Consider This Fund?
Approach
- Invests in a high-conviction international portfolio of approximately 40 to 70 stocks that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs
- Provides broad non-U.S. exposure to leading companies diversified across market capitalization, region, industry, and corporate lifecycle
- Combines deep fundamental research with systematic inputs to seek to consistently identify alpha opportunities
Fund Facts
| Fund Facts | As of 04/30/2026 |
|---|---|
| Total Net Assets ($Million) | $1,152 |
| Number of Holdings | 53 |
| Inception Date | 08/16/2012 |
| Expense Ratio (Gross) | 1.03% |
| Expense Ratio (Net) | 0.90% |
| Ticker Symbol | WILIX |
| CUSIP | 969251719 |
| Benchmark | MSCI All Country World ex-U.S. IMI Index (net) |
| Morningstar Category | Foreign Large Growth |
The Fund’s Adviser has contractually agreed to waive fees and/or reimburse expenses to limit fund operating expenses until 4/30/27.
