William Blair Large Cap Value Fund

Class Inst (BLVIX)

U.S. News evaluated 329 Large Value 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 22.08 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 2.6%
1 Year 22.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 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 companies that the advisor believes offer a long-term investment value.

Fees

Fees are Low compared to funds in the same category.
William Blair Large Cap Value Fund has an expense ratio of 0.95 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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