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William Blair Small Cap Growth I WBSIX

Quantitative rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 32.12  /  1.05 %
  • Total Assets 622.9 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

Morningstar’s Analysis WBSIX

Will WBSIX 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 Growth I's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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