William Blair Bond Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

#58 in Intermediate-Term Bond

U.S. News evaluated 280 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.81 percent over the past year, 5.32 percent over the past three years, and 7.17 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year 0.8%
3 Years (Annualized) 5.3%
5 Years (Annualized) 7.2%
10 Years (Annualized) N/A

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Summary

The investment seeks to outperform the Barclays Capital U.S. Aggregate Index by maximizing total return through a combination of income and capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in bonds. It invests primarily in U.S. dollar denominated, investment grade fixed income securities. The anticipated average duration for the fund is a range within one year longer or shorter than the average duration of the Barclays Capital U.S. Aggregate Index (the "Benchmark"). The modified adjusted duration of the Benchmark was 5.26 years.

Fees

Fees are Above Average compared to funds in the same category.
William Blair Bond Fund has an expense ratio of 0.50 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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