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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Small 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 16.85 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.5% |
| 1 Year | 16.9% |
| 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 small capitalized and medium capitalized companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap and mid cap domestic companies that the advisor believes offer a long-term investment value. The fund may invest in equity securities through initial public offerings and private placements.
Fees
Fees are Low compared to funds in the same category.
William Blair Small-Mid Cap Value Fund has an expense ratio of 1.40 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
