William Blair Global Growth I 222 W Adams St Chicago IL 60606 Map
Phone: 877-962-5247
| Category: | World Stock | | Fund Family: | William Blair | | Net Assets: | 32.93M | | Year-to-Date Return: | 33.20% | | Yield: | 1.12% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Oct-07 |
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W. George Greig
Lead Manager since
15-Oct-07 | | | Greig is a portfolio manager with William Blair & Company, his employer since 1996. He previously headed international equities for PNC Bank in Philadelphia. He was the founding partner of Pilgrim Baxter & Associates.George has over 25 years of experience in domestic and international investment research and portfolio management. |
| 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 ordinarily invests at least 80% of assets in a diversified portfolio of common stocks, which the advisor believes have above-average growth, profitability and quality characteristics, issued by companies of all sizes worldwide and in securities convertible into, exchangeable for or having the right to buy such common stocks. It normally allocates among at least six different countries and will not be concentrated in any particular industry. However, the fund may invest more than 25% of assets in any major industrial or developed country. |
| Last Dividend
(30-Dec-08):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 78.70% |
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| Expense | WGFIX | Category Avg | | Total Expense Ratio: | 1.30%
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.54% | | 3 Yr Expense Projection*: |
$ 505 | $712 | | 5 Yr Expense Projection*: |
$ 903 | $1,102 | | 10 Yr Expense Projection*: |
$ 2,015 | $2,213 |
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