3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#42 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap Value 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 23.75 percent over the past year, and 13.35 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||N/A|
|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 equity securities 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 companies that the advisor believes offer a long-term investment value.
Fees are Low compared to funds in the same category.
William Blair Mid Cap Value Fund has an expense ratio of 1.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.