| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
2
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#31 in Foreign Large Growth
U.S. News evaluated 78 Foreign Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.81 percent over the past year, 7.63 percent over the past three years, and -2.42 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.0% |
| 1 Year | 14.8% |
| 3 Years (Annualized) | 7.6% |
| 5 Years (Annualized) | -2.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, issued by foreign large capitalization and medium capitalization companies, that the advisor believes have above-average growth, profitability and quality characteristics. The fund may invest in equity securities through initial public offerings (IPOs) and private placements.
Fees
Fees are Low compared to funds in the same category.
William Blair Institutional International Equity Fund has an expense ratio of 1.10 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
