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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 17.05 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.0% |
| 1 Year | 17.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
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
Risk is N/A compared to funds in the same category according to Morningstar.
