William Blair Small Cap Value N (WBVDX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for WBVDX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.49%|
Performance & Risk
|5y Avg Return:||24.58%|
|Rank in Category (ytd):||75|
|% Rank in Category (ytd):||19.04%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its total assets in equity securities of small capitalized ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap domestic companies that the advisor believes offer a long- term investment value. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000Â® Value Index at the time of the fund's investment. View More