4 / 5 Stars
5 4 4 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#9 in Foreign Small/Mid Growth
U.S. News evaluated 34 Foreign Small/Mid 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 25.15 percent over the past year, 11.49 percent over the past three years, and 25.74 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.3%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||25.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its total assets in stocks of small capitalization ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, issued by foreign small cap companies, that the advisor believes have above-average growth, profitability and quality characteristics. The fund's 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 Below Average compared to funds in the same category.
William Blair International Small Cap Growth Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.