WVMIX – William Blair Mid Cap Value I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium capitalized ("mid cap") companies. For purposes of the fund, the Adviser considers a company to be a mid cap company if it has a market capitalization no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell Midcap® Index at the time of the fund's investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WVMIX	William Blair Mid Cap Value Fund Class I	Institutional	Open			Mar 15, 2022	$131,254.00	0.750%	Below Average	$500,000	$51,252.33
WVMRX	William Blair Mid Cap Value Fund Class R6	Retirement, Large	Open			Mar 15, 2022	$1.21M	0.700%	Below Average	$1M	−$591,245.57

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