3 / 5 Stars
4 2 2 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#69 in Small Growth
U.S. News evaluated 215 Small 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 42.79 percent over the past year, 16.41 percent over the past three years, 28.56 percent over the past five years, and 8.73 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||28.6%|
|10 Years (Annualized)||8.7%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its total assets in stocks of small capitalized ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap domestic growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.
Fees are Above Average compared to funds in the same category.
William Blair Small Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.