William Blair Small-Mid Cap Value Fund

Class Inst (WSMIX)

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all William Blair funds

See full Small Value rankings

See more fund rankings

Performance

The fund has returned 21.30 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.8%
1 Year 21.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more WSMIX performance

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 1.15 percent.

See more WSMIX fees

Risk

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

See more WSMIX risk