Top 20 William Blair Funds

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William Blair Funds

  • Net Assets
  • $11.7 B
  • Oldest Fund Launched In
  • 1946
  • # of Funds | Share Classes
  • 20 | 57
  • AVG Manager Tenure
  • 7.2 years
  • Expense range
  • 0.4% to 6.8% AVG: 1.2%
  • % of no load funds
  • 100%

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Overview

This is a list of William Blair Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on William Blair Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for William Blair Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for William Blair Funds.

Dividend

This page includes relevant dividend information on William Blair Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for William Blair Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in William Blair Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for William Blair Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
William Blair Small-Mid Cap Growth Fund Inst (WSMDX) U.S. Mid-Cap Growth Equity $2,921.29 7.65% 72.51% 1.16% 16.6
William Blair International Growth Fund N (WBIGX) International and Foreign Large-Cap Growth Equity $1,999.97 28.15% 14.22% 1.45% 7.25
William Blair Institutional International Growth Fund Inst (WBIIX) International and Foreign Large-Cap Growth Equity $1,606.99 29.02% 11.11% 0.99% 7.25
William Blair Emerging Markets Growth Fund Inst (WBEIX) Asia Pacific Equity $887.73 35.55% 10.55% 1.26% 15.16
William Blair International Leaders Fund Inst (WILIX) International and Foreign Large-Cap Growth Equity $709.23 26.70% 18.22% 1.01% 7.96
William Blair Large Cap Growth Fund Inst (LCGFX) U.S. Large-Cap Growth Equity $584.68 28.28% 46.01% 0.81% 15.26
William Blair Small Cap Growth Fund Inst (WBSIX) U.S. Small-Cap Growth Equity $539.00 14.05% 41.57% 1.27% 12.09
William Blair Macro Allocation Fund Inst (WMCIX) North America $525.19 -8.46% 94.20% 0.97% 8.68
William Blair Emerging Markets Small Cap Growth Fund Inst (BESIX) Asia Pacific Equity $287.67 31.43% 12.39% 1.40% 8.78
William Blair Bond Fund Inst (WBFIX) U.S. Investment-Grade Bond $284.32 2.02% 37.50% 0.47% 10.26
William Blair International Small Cap Growth Fund Inst (WISIX) International and Foreign Small & Mid-Cap Growth Equity $279.88 28.20% 17.45% 1.21% 7.25
William Blair Growth Fund N (WBGSX) U.S. Large-Cap Growth Equity $261.07 18.15% 73.35% 1.24% 14.58
William Blair Emerging Markets Leaders Fund Inst (WBELX) Emerging Markets Equity $231.47 28.12% 13.78% 1.29% 12.36
William Blair Small-Mid Cap Core Fund Inst (WBCIX) U.S. Mid-Cap Blend Equity $163.98 N/A 99.71% 3.92% 0.83
William Blair Low Duration Fund Inst (WBLIX) U.S. Investment-Grade Bond $130.22 -0.57% 80.28% 0.53% 10.67
William Blair Global Leaders Fund Inst (WGFIX) FAANG Equity $104.31 31.97% 8.01% 1.07% 12.26
William Blair Small Cap Value Fund N (WBVDX) U.S. Small-Cap Blend Equity $75.80 -33.43% 98.91% 1.55% 23.62
William Blair Mid Cap Growth Fund Inst (WCGIX) U.S. Mid-Cap Growth Equity $72.83 6.96% 73.78% 1.28% 14.5
William Blair Income Fund N (WBRRX) U.S. Investment-Grade Bond $53.70 0.93% 48.94% 0.98% 0.25
William Blair Institutional International Developed Plus Fund Inst (WIIEX) International and Foreign Large-Cap Growth Equity $20.15 16.67% 64.67% 1.62% N/A
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

William Blair is a company that sells mutual funds with $11,721M in assets under management. The average expense ratio from all mutual funds is 1.18%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1946. The average manager tenure for all managers at William Blair is 7.16 years. The company offers investors 20 mutual funds, in terms of the number of individual fund symbols.


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