5 / 5 Stars
5 5 4 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#5 in Mid-Cap Growth
U.S. News evaluated 217 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 41.31 percent over the past year, 19.76 percent over the past three years, and 21.25 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||36.9%|
|3 Years (Annualized)||19.8%|
|5 Years (Annualized)||21.2%|
|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 capitalized and medium capitalized companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap and mid cap domestic growth companies that are expected to exhibit quality growth characteristics. The advisor considers a company to be a small cap or mid cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell Midcap® Index at the time of the fund's investment.
Fees are Low compared to funds in the same category.
William Blair Small-Mid Cap Growth Fund has an expense ratio of 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.