William Blair Small-Mid Cap Value Fund

U.S. News evaluated 118 Small 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 26.01 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 26.0%
3 Years (Annualized) N/A
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 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.

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.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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