William Blair Mid Cap Value Fund

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

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.

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Performance

The fund has returned 23.51 percent over the past year, and 13.07 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 23.5%
3 Years (Annualized) 13.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 1.35 percent.

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Risk

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

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