William Blair Growth N
222 W Adams St Chicago IL 60606
Map
Phone: 877-962-5247
| Category: | Large Growth | | Fund Family: | William Blair | | Net Assets: | 132.54M | | Year-to-Date Return: | 32.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-46 |
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John Jostrand
Lead Manager since
01-May-01 | | | Jostrand is principal and portfolio manager with William Blair & Company. He joined the firm in 1993 as a portfolio manager. Previously, he was with TRW for 10 years as director, equity portfolio manager and venture capital funds manager. Prior to that, he was with Boatmen's National Bank for five years as assistant trust officer, equity fund manager and research analyst. Jostrand holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of the common stocks of domestic growth companies with sustainable, above-average growth from one business cycle to the next and does not invest in mature industries. It may invest in initial public offerings (?IPOs?) and private placements. The fund may invest up to 15% of net assets in foreign securities, up to 5% of net assets directly in foreign securities. To a limited extent, the fund may invest in illiquid securities, investment, companies. |
| Last Dividend
(25-Jul-96):
| 0.01 | | Last Cap Gain
(18-Dec-08):
| 0.18 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 112.30% |
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| Expense | WBGSX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.10% Nasdaq 0.00%
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