William Blair Small-Mid Cap Growth Fund

Scorecard
4 / 5 Stars
Lipper
5 4 3 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 221 Mid-Cap Growth 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 21.35 percent over the past year, 13.18 percent over the past three years, 19.07 percent over the past five years, and 9.90 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.1%
1 Year 21.4%
3 Years (Annualized) 13.2%
5 Years (Annualized) 19.1%
10 Years (Annualized) 9.9%

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Summary

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

Fees are Low compared to funds in the same category.
William Blair Small-Mid Cap Growth Fund has an expense ratio of 1.35 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

Highest Returns (10-year)

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