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Morningstar

William Blair Mid Cap Growth I WCGIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.17  /  1.11 %
  • Total Assets 33.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:18 PM GMT+00:00

Morningstar’s Analysis WCGIX

Will WCGIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WCGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WCGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in William Blair Mid Cap Growth I’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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