Total Return | -0.99 | 1.91 | 25.82 | -12.03 | 17.65 |
Category Average | -0.78 | 2.31 | 24.83 | -11.16 | 15.43 |
Assets for Each Yr* | 14.00 | 13.41 | 14.94 | 11.59 | 11.91 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 17.65 | 8.85 | 5.01 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$11,908 mil | $2,500 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 3.9 | 38.21 | 1.17 | Average |
International Stock | 3.5 | 51.09 | 1.22 | Average |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | 3.1 | 1.34 | 0.56 | Very Low |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
William Blair Large Cap Grow | 5 | -- | ||
William Blair Small-Mid Cap | 7 | -- | ||
William Blair International | 8 | -- | ||
William Blair Global Leaders | 18 | -- | ||
William Blair Emerging Mkts | 19 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
William Blair Macro Allocati | 83 | 02-19-19 | ||
William Blair International | 81 | -- | ||
William Blair International | 76 | -- | ||
William Blair Instl Internat | 68 | -- | ||
William Blair Small Cap Valu | 66 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
William Blair Low Duration R | 0.35 | -- | ||
William Blair Bond R6 | 0.38 | -- | ||
William Blair Large Cap Grow | 0.80 | -- | ||
William Blair Income N | 0.85 | -- | ||
William Blair Instl Intl Dev | 0.90 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
William Blair Small Cap Valu | 1.50 | -- | ||
William Blair International | 1.45 | -- | ||
William Blair Emerg Mkts Sm | 1.33 | -- | ||
William Blair Small Cap Grow | 1.25 | -- | ||
William Blair Emerging Mkts | 1.20 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
William Blair Income | Christopher T. Vince | 17.20 | ||
William Blair Small | David S. Mitchell | 16.80 | ||
William Blair Growth | David C. Fording | 13.70 | ||
William Blair Large | James S. Golan | 11.00 | ||
William Blair Bond R | Christopher T. Vince | 10.90 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
William Blair Instl | Simon Fennell | 4.10 | ||
William Blair Intern | Simon Fennell | 4.10 | ||
William Blair Intern | Andrew G. Flynn | 4.10 | ||
William Blair Emerg | Todd M. McClone | 5.60 | ||
William Blair Intern | Kenneth J. McAtamney | 6.70 |