Morningstar

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 Mutual Funds List

1 to 25 of 47 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
William Blair Emerging Markets ex China Growth Fund Class IWXCIXDiversified Emerging Mkts
35.31%40.990%AverageInstitutional$500,000
William Blair Emerging Markets ex China Growth Fund Class R6WXCRXDiversified Emerging Mkts
35.37%40.940%AverageRetirement, Large$1M
William Blair Small Cap Growth Fund Class NWBSNXSmall Growth
12.50%281.240%Above AverageNo Load$2,500
William Blair Small Cap Growth Fund Class R6WBSRXSmall Growth
12.75%270.940%HighRetirement, Large$1M
William Blair Small Cap Growth Fund Class IWBSIXSmall Growth
12.70%270.990%Above AverageInstitutional$500,000
William Blair Growth Fund Class IBGFIXLarge Growth
6.78%540.910%HighInstitutional$500,000
William Blair Small Cap Value Fund Class IICSCXSmall Value
18.59%410.890%Below AverageInstitutional$500,000
William Blair Small-Mid Cap Growth Fund Class R6WSMRXMid-Cap Growth
9.00%260.940%HighRetirement, Large$1M
William Blair Emerging Markets Growth Fund Class R6BIEMXDiversified Emerging Mkts
15.51%450.940%AverageRetirement, Large$1M
William Blair International Growth Fund Class NWBIGXForeign Large Growth
5.54%431.150%HighNo Load$2,500
William Blair Mid Cap Value Fund Class R6WVMRXMid-Cap Value
13.24%750.700%Below AverageRetirement, Large$1M
William Blair International Leaders Fund Class N SharesWILNXForeign Large Growth
7.03%311.150%HighNo Load$2,500
William Blair International Leaders Fund Class I SharesWILIXForeign Large Growth
7.25%270.900%Above AverageInstitutional$500,000
William Blair Emerging Markets Growth Fund Class IWBEIXDiversified Emerging Mkts
15.46%470.990%AverageInstitutional$500,000
William Blair Large Cap Growth Fund Class ILCGFXLarge Growth
1.19%880.650%AverageInstitutional$500,000
William Blair International Growth Fund Class R6WBIRXForeign Large Growth
5.78%390.850%Above AverageRetirement, Large$1M
William Blair Small-Mid Cap Growth Fund Class NWSMNXMid-Cap Growth
8.73%271.240%HighNo Load$2,500
William Blair Emerging Markets Small Cap Growth Fund Class NWESNXDiversified Emerging Mkts
7.59%831.400%HighNo Load$2,500
William Blair International Leaders Fund R6 Class SharesWILJXForeign Large Growth
7.29%260.850%Above AverageRetirement, Large$1M
William Blair Mid Cap Value Fund Class IWVMIXMid-Cap Value
13.24%750.750%Below AverageInstitutional$500,000
William Blair Growth Fund Class NWBGSXLarge Growth
6.57%561.200%HighNo Load$2,500
William Blair International Growth Fund Class IBIGIXForeign Large Growth
5.75%400.900%Above AverageInstitutional$500,000
William Blair Small-Mid Cap Growth Fund Class IWSMDXMid-Cap Growth
8.97%270.990%HighInstitutional$500,000
William Blair Large Cap Growth Fund Class NLCGNXLarge Growth
1.01%880.900%Above AverageNo Load$2,500
William Blair Emerging Markets Fund Class NWBENXDiversified Emerging Mkts
15.17%501.240%Above AverageNo Load$2,500

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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