WBSNX - William Blair Small Cap Growth N

Nasdaq - Nasdaq Delayed Price. Currency in USD

William Blair Small Cap Growth N

William Blair Funds222 W Adams StChicago, IL 60606
Management Information
Ward D. Sexton,Lead Manager since August 1, 2016
Ward D. Sexton, a Partner of William Blair Investment Management, LLC. He also serves as a research analyst focused on U.S. small and mid cap Resources stocks. He joined William Blair in 1999 and worked in the firm???s corporate finance group for two years. In 2001, he joined the Fund???s investment team as a research analyst and has previously covered the Financials and Consumer sectors in addition to Energy and Materials. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. Education: B.S., Finance with honors, University of Illinois Urbana-Champaign; M.B.A., high honors, University of Chicago Booth School of Business.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyWilliam Blair
Net Assets493.13M
YTD Return26.07%
Morningstar Rating★★★★
Inception DateDec 26, 1999

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover90.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWBSNXCategory Average
Annual Report Expense Ratio (net)1.50%1.27%
Prospectus Net Expense Ratio1.50%N/A
Prospectus Gross Expense Ratio1.55%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.39%
Max Deferred Sales LoadN/A1.63%
3 Yr Expense Projection485N/A
5 Yr Expense Projection840N/A
10 Yr Expense Projection1,841N/A