| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#166 in Large Growth
U.S. News evaluated 473 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 7.64 percent over the past year, 11.09 percent over the past three years, 4.49 percent over the past five years, and 6.08 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.0% |
| 1 Year | 7.6% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | 6.1% |
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 stocks of large capitalized ("large cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of large cap domestic growth companies that have demonstrated sustained growth over a long period of time.
Fees
Fees are Average compared to funds in the same category.
William Blair Large Cap Growth Fund has an expense ratio of 0.95 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
