William Blair Small Cap Growth N
222 W Adams St Chicago IL 60606
Map
Phone: 800-635-2886
| Category: | Small Growth | | Fund Family: | William Blair | | Net Assets: | 360.88M | | Year-to-Date Return: | -16.22% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Dec-99 |
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Karl W. Brewer
Lead Manager since
27-Dec-99 | | | Brewer is a principal of William Blair & Company, L.L.C. He is an analyst and portfolio manager. 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 invests at least 80% of net assets in stocks of small cap companies. It invests primarily in a diversified portfolio of common stocks of small domestic growth companies that are expected to experience solid growth in earnings. The fund may invest in initial public offerings ("IPOs”) and private placements. It may also invest up to 20% of its net assets in foreign securities, which may include American Depository Receipts or substantially similar investments; however, the fund may invest only up to 5% of its net assets directly in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 1.53 | | Annual Holdings Turnover
| 97.00% | | Average for Category:
| 114.64% |
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| Expense | WBSNX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$471 | $686 | | 5 Yr Expense Projection*: |
$813 | $1,085 | | 10 Yr Expense Projection*: |
$1,779 | $2,158 |
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0.39% Nasdaq 
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