| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
2
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#83 in Small Growth
U.S. News evaluated 213 Small Growth 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 19.49 percent over the past year, 6.72 percent over the past three years, 7.34 percent over the past five years, and 10.87 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.1% |
| 1 Year | 19.5% |
| 3 Years (Annualized) | 6.7% |
| 5 Years (Annualized) | 7.3% |
| 10 Years (Annualized) | 10.9% |
Summary
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 experience solid growth in earnings. 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
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
Risk is Above Average compared to funds in the same category according to Morningstar.
