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William Blair Small Cap Value I ICSCX

Quantitative rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 31.27  /  0.41 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 7%

Morningstar’s Analysis ICSCX

Will ICSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin William Blair Small Cap Value I's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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