William Blair Mid Cap Growth I
222 W Adams St Chicago IL 60606
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Phone: 877-962-5247
| Category: | Mid-Cap Growth | | Fund Family: | William Blair | | Net Assets: | 49.09M | | Year-to-Date Return: | 24.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-06 |
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David P. Ricci
Lead Manager since
16-Feb-06 | | | Ricci is a principal of William Blair & Company L.L.C He has been with the firm since February 1994 when he started as a research analyst for the Consumer/Retail sell-side research effort at William Blair. He was made group head in June 2001. He is a member of the Investment Management Department?s Mid Cap Growth Team. Previously, he was with Procter & Gamble, Melville, and spent 2 1/2 years as a strategy consultant at Bain & Company. Ricci holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in stocks of medium-sized companies. It primarily invests in a diversified portfolio of common stocks of medium-sized domestic growth companies that are expected to experience solid growth in earnings. The fund may invest the remaining 20% of assets in companies with business characteristics and growth prospects similar to medium-sized companies. It may invest in new companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(18-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 76.00% | | Average for Category:
| 130.04% |
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| Expense | WCGIX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 378 | $716 | | 5 Yr Expense Projection*: |
$ 664 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,478 | $2,071 |
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0.34% Nasdaq 0.00%
0.04 (0.42%) 
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