William Blair Emerging Leaders Gr I
William Blair Funds 222 W Adams St Chicago, IL 60606
Phone: 877-962-5247
| Category: | Diversified Emerging Mkts | | Fund Family: | William Blair | | Net Assets: | 8.05M | | Year-to-Date Return: | -7.47% | | Yield: | 1.42% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-Mar-08 |
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Jeffrey A. Urbina
Lead Manager since
26-Mar-08 | | | Jeff Urbina joined William Blair & Company in 1996 as part of the International Growth Team. He oversees small cap and emerging markets strategy and research and is the lead portfolio manager for the William Blair international small cap growth and emerging markets portfolios, including the William Blair International Small Cap Growth Fund and the William Blair Emerging Markets Growth Fund. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in emerging-markets securities. It invests primarily in a diversified portfolio of equity securities, including common stocks, issued by companies in emerging markets with a market capitalization of at least $3 billion at the time of the funds investment. |
| Last Dividend
(17-Dec-09):
| 0.11 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 151.00% | | Average for Category:
| 85.71% |
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| Expense | WBELX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.76% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.53% | | Max Deferred Sales Load: | %
| 2.40% | | 3 Yr Expense Projection*: |
$477 | $750 | | 5 Yr Expense Projection*: |
$835 | $1,196 | | 10 Yr Expense Projection*: |
$1,843 | $2,432 |
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0.18 (2.39%)
