Even with an average pillar rating, William Blair has had impressive longevity among its product shelf. The firm's success ratio is 67%, meaning that 67% 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. William Blair's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average 10-year Morningstar Rating is 3.4 stars, which is about standard. William Blair has faced above-average manager turnover in the past five years. This is a concern, as long-term stability tends to support positive results.
William Blair has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.