William Blair Low Duration Fund

Scorecard
4 / 5 Stars
Lipper
2 2 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 55 Ultrashort Bond 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 Ultrashort Bond rankings

See more fund rankings

Performance

The fund has returned -0.38 percent over the past year, and 1.31 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.3%
1 Year -0.4%
3 Years (Annualized) 1.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more WBLNX performance

Summary

The investment seeks to maximize total return; total return includes both income and capital appreciation. The fund seeks to outperform the Merrill Lynch 1-Year U.S. Treasury Note Index through an actively managed diversified portfolio of securities. It invests primarily in investment grade debt securities rated in the highest three categories by at least one of the following three nationally recognized statistical rating organizations: Fitch Ratings, Moody's Investors Service, Inc. and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. The anticipated weighted average duration for the fund is between 0.5 to 2 years.

Fees

Fees are Low compared to funds in the same category.
William Blair Low Duration Fund has an expense ratio of 0.70 percent.

See more WBLNX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more WBLNX risk