William Blair Small-Mid Cap Growth N
222 W Adams St Chicago IL 60606
Map
Phone: 877-962-5247
| Category: | Mid-Cap Growth | | Fund Family: | William Blair | | Net Assets: | 11.08M | | Year-to-Date Return: | 36.40% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-03 |
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Karl W. Brewer
Lead Manager since
29-Dec-03 | | | Brewer is a principal of William Blair & Company, L.L.C. He has been with the firm since 1996. He is an analyst and portfolio manager, and a member of the Investment Management Department?s Small Cap Team. Previously, he spent six years at Lehman Brothers, Inc. in the Mergers & Acquisitions and Los Angeles Corporate Finance Departments. |
| 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 normally invests at least 80% of its net assets in stocks of small and medium-sized companies. It primarily invests in a diversified portfolio of common stocks of small and medium-sized domestic growth companies that are expected to experience solid growth in earnings. The fund may also invest the remaining 20% of assets in companies with business characteristics and growth prospects similar to small and medium-sized companies, but which may have a market capitalization above the market capitalization of the largest member of the Russell Midcap? Index. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(18-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 77.00% | | Average for Category:
| 125.67% |
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| Expense | WSMNX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.45% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 441 | $714 | | 5 Yr Expense Projection*: |
$ 766 | $1,046 | | 10 Yr Expense Projection*: |
$ 1,687 | $2,067 |
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2.03% Nasdaq 
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