Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
William Blair Mutual Funds
View all of William Blair’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
William Blair Funds List
Share Class Type
1 to 25 of 49 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| William Blair Emerg Mkts Sm Cp Gr I | BESIX | Diversified Emerging Mkts | 4.81% | 55 | 1.150% | Above Average | Institutional | $500,000 | ||
| William Blair Emerg Mkts Sm Cp Gr N | WESNX | Diversified Emerging Mkts | 4.68% | 56 | 1.400% | High | No Load | $2,500 | ||
| William Blair Emerg Mkts Sm Cp Gr R6 | WESJX | Diversified Emerging Mkts | 4.80% | 55 | 1.100% | High | Retirement, Large | $1.0 Mil | ||
| William Blair Emerging Mkts Growth I | WBEIX | Diversified Emerging Mkts | 5.17% | 49 | 0.990% | Below Average | Institutional | $500,000 | ||
| William Blair Emerging Mkts Growth R6 | BIEMX | Diversified Emerging Mkts | 5.20% | 49 | 0.940% | Below Average | Retirement, Large | $1.0 Mil | ||
| William Blair Large Cap Growth I | LCGFX | Large Growth | 11.89% | 19 | 0.650% | Below Average | Institutional | $500,000 | ||
| William Blair Large Cap Growth N | LCGNX | Large Growth | 11.76% | 19 | 0.900% | Above Average | No Load | $2,500 | ||
| William Blair Small Cap Growth I | WBSIX | Small Growth | 3.52% | 41 | 0.990% | Above Average | Institutional | $500,000 | ||
| William Blair Small Cap Growth N | WBSNX | Small Growth | 3.47% | 42 | 1.240% | Above Average | No Load | $2,500 | ||
| William Blair Small Cap Growth R6 | WBSRX | Small Growth | 3.54% | 41 | 0.940% | Above Average | Retirement, Large | $1.0 Mil | ||
| William Blair Emerging Mkts Growth N | WBENX | Diversified Emerging Mkts | 5.02% | 52 | 1.240% | Above Average | No Load | $2,500 | ||
| William Blair Global Leaders I | WGFIX | Global Large-Stock Growth | 3.71% | 75 | 0.900% | Average | Institutional | $500,000 | ||
| William Blair Global Leaders N | WGGNX | Global Large-Stock Growth | 3.68% | 76 | 1.150% | Above Average | No Load | $2,500 | ||
| William Blair Global Leaders R6 | BGGIX | Global Large-Stock Growth | 3.70% | 75 | 0.850% | Above Average | Retirement, Large | $1.0 Mil | ||
| William Blair Growth I | BGFIX | Large Growth | 8.69% | 58 | 0.910% | High | Institutional | $500,000 | ||
| William Blair Growth N | WBGSX | Large Growth | 8.56% | 60 | 1.200% | High | No Load | $2,500 | ||
| William Blair Growth R6 | BGFRX | Large Growth | 8.73% | 58 | 0.870% | High | Retirement, Large | $1.0 Mil | ||
| William Blair Instl International Gr | WBIIX | Foreign Large Growth | 2.78% | 68 | 0.940% | Above Average | Institutional | $500,000 | ||
| William Blair International Growth I | BIGIX | Foreign Large Growth | 2.79% | 67 | 0.990% | High | Institutional | $500,000 | ||
| William Blair International Growth N | WBIGX | Foreign Large Growth | 2.70% | 69 | 1.240% | High | No Load | $2,500 | ||
| William Blair International Ldrs I | WILIX | Foreign Large Growth | 3.42% | 56 | 0.900% | Above Average | Institutional | $500,000 | ||
| William Blair International Ldrs N | WILNX | Foreign Large Growth | 3.34% | 58 | 1.150% | High | No Load | $2,500 | ||
| William Blair International Ldrs R6 | WILJX | Foreign Large Growth | 2.29% | 55 | 0.850% | Above Average | Retirement, Large | $1.0 Mil | ||
| William Blair Large Cap Growth R6 | LCGJX | Large Growth | 11.85% | 20 | 0.600% | Average | Retirement, Large | $1.0 Mil | ||
| William Blair Small Cap Value I | ICSCX | Small Value | −1.04% | 78 | 0.890% | Below Average | Institutional | $500,000 |
William Blair Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank