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William Blair Small Cap Growth I (WBSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.22+0.36 (+1.10%)
At close: 08:01PM EDT

William Blair Small Cap Growth I

Chicago, IL 60606

222 W Adams St

William Blair Funds

877-962-5247
Management information
Ward D. Sexton,Lead manager since 1 August 2016
Ward Sexton, CFA, partner, is a portfolio manager on William Blair’s Small Cap Growth and Small-Mid Cap Core strategies. Previously, he was an associate portfolio manager on William Blair’s Small Cap Growth strategy and a research analyst. He joined the team in 2001 and covered resource, financial, and consumer companies during his time as an analyst. He joined William Blair in 1999, initially working in the firm’s corporate finance group for two years. Ward is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in finance, with honors, from the University of Illinois Urbana-Champaign and an M.B.A., with high honors, from the University of Chicago’s Booth School of Business.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyWilliam Blair
Net assets812.84M
YTD return6.77%
Yield0.00%
Morningstar rating★★★★
Inception date26 Dec 1999

Fund operations

Last dividendN/A
Last cap gain12.00
Holdings turnover55.00%
Average for categoryN/A

Fees and expenses

ExpenseWBSIXCategory average
Annual report expense ratio (net)0.99%1.21%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio1.12%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A