4 / 5 Stars
5 5 3 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#5 in Foreign Large Growth
U.S. News evaluated 81 Foreign Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.13 percent over the past year, 8.80 percent over the past three years, 14.05 percent over the past five years, and 8.36 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.3%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||14.0%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by companies of all sizes domiciled outside the U.S, that the advisor believes have above-average growth, profitability and quality characteristics. Its investments are normally allocated among at least six different countries and no more than 50% of the fund's equity holdings may be invested in securities of issuers in one country at any given time.
Fees are Low compared to funds in the same category.
William Blair Institutional International Growth Fund has an expense ratio of 0.97 percent.
Risk is Average compared to funds in the same category according to Morningstar.