• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.03% Nasdaq Up0.33%

    William Blair International Growth N (WBIGX)

    26.58 Down 0.04(0.15%) Jul 30

    Profile as of Jun 29, 2015Get Profile for:
    William Blair International Growth N
    William Blair Funds222 W Adams StChicago, IL 60606
    Phone: 800-742-7272
    Fund Overview 
    Category:Foreign Large Growth
    Fund Family:William Blair
    Net Assets:3.89B
    Year-to-Date Return:6.02%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 1, 1992
    Morningstar Style Box 
    Foreign Large Growth
    [View Category Definition]
    View Top Foreign Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Jeffrey Urbina
    Lead Manager since May 1, 2013
    Jeffrey A. Urbina, CFA, is a Partner of William Blair. Mr. Urbina joined William Blair's Investment Management Department in 1996 as an international portfolio manager. He is the lead portfolio manager for the international small cap growth and emerging markets growth strategies, and is a portfolio manager for the emerging leaders strategy. From 1991 to 1996, he was Senior Vice President/Director of Emerging Market Research and a Portfolio Manager at Van Kampen American Capital, Inc. During his five years at Van Kampen American Capital, Inc., he also served as Director of Fixed Income Research and was a member of the Investment Policy Committee. Before joining Van Kampen American Capital, Inc., he spent ten years at Citicorp, Inc. in various capacities, including as a Vice President in the commercial real estate group in Chicago and as commercial lending officer in the bank's Denver office. He began his banking career at Harris N.A. in Chicago, where he was an International Banking officer.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:1,000
    Min Subsequent Investment, IRA:1,000
    Min Subsequent Investment, AIP:250
    WBIGX can be purchased from 118 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, issued by companies of all sizes domiciled outside the U.S. that the advisor believes have above-average growth, profitability and quality characteristics. Its investments are normally allocated among at least six different countries and no more than 50% of the fund's equity holdings may be invested in securities of issuers in one country at any given time.

    Fund Operations 
    Last Dividend (Dec 17, 2014) : 0.22
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 28, 2015) : 79.00%
    Average for Category:48.27%
    Fees & Expenses 
    ExpenseWBIGXCategory Avg
    Annual Report Expense Ratio (net):1.44%1.33%
    Prospectus Net Expense Ratio:1.43%N/A
    Prospectus Gross Expense Ratio:1.43%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.18%
    Max Deferred Sales Load: N/A2.58%
    3 Yr Expense Projection*:452560
    5 Yr Expense Projection*:782871
    10 Yr Expense Projection*:1,7131,759
    * Per $10,000 invested