William Blair Mid Cap Growth I
222 W Adams St Chicago IL 60606
Map
Phone: 800-635-2886
| Category: | Mid-Cap Growth | | Fund Family: | William Blair | | Net Assets: | 34.43M | | Year-to-Date Return: | -30.82% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-06 |
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Harvey H Bundy
Lead Manager since
16-Feb-06 | | | Bundy, a principal of William Blair & Company, L.L.C since 1976, has co managed the fund since its inception in 2003. He served as Director of Research and member of the firms Executive Committee from October 1987 until December 1997.He has been with the firm since July 1968 When he started as an Associate in Corporate Finance. He is the member of the Investment Management Departments Small-Mid and Mid Cap Growth Teams. Bundy holds the Chartered Financial Analyst designation. |
| 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 normally invests at least 80% of net assets in stocks of medium-sized companies. It primarily invests in a diversified portfolio of common stocks of medium-sized domestic growth companies that are expected to experience solid growth in earnings. The fund may invest the remaining 20% of assets in companies with business characteristics and growth prospects similar to medium-sized companies. It may invest in new companies. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.63 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 118.51% |
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| Expense | WCGIX | Category
Avg | | Total Expense Ratio: | 1.12%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$408 | $697 | | 5 Yr Expense Projection*: |
$725 | $1,075 | | 10 Yr Expense Projection*: |
$1,624 | $2,114 |
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0.31% Nasdaq 0.00%
0.01 (0.13%) 
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