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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.

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 Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

12.52 Bil

Investment Flows (TTM)

−298.89 Mil

Asset Growth Rate (TTM)

−2.75%

# of Share Classes

49
Morningstar Rating # of Share Classes
3
10
22
4
0
Not Rated 10

Morningstar Mentions

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