3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#88 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap 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 22.61 percent over the past year, 12.16 percent over the past three years, and 23.23 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||23.2%|
|10 Years (Annualized)||N/A|
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 medium capitalized ("mid 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 mid cap domestic growth companies that are expected to exhibit quality growth exhibit quality.
Fees are Low compared to funds in the same category.
William Blair Mid Cap Growth Fund has an expense ratio of 1.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.