4 / 5 Stars
5 5 3 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#17 in Mid-Cap Growth
U.S. News evaluated 222 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 30.55 percent over the past year, 15.17 percent over the past three years, 24.13 percent over the past five years, and 10.27 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of small capitalized ("small cap") and 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 small cap and mid cap domestic growth companies that are expected to exhibit quality growth characteristics.
Fees are High 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.