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William Blair

William Blair Parent Rating

Average

William Blair has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

The firm's lasting product shelf is its strength. Its 10-year success ratio of 63% means that 63% of its strategies have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm charges fees on open-end and exchange-traded funds that are on par with category peers. On average, fees are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Despite other redeeming qualities as a firm, William Blair has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

William Blair Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

12.34 Bil

Investment Flows (TTM)

−361.28 Mil

Asset Growth Rate (TTM)

−3.20%

# of Share Classes

49
Morningstar Rating # of Share Classes
3
11
21
6
0
Not Rated 8

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