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Morningstar Rankings

Morningstar Rankings - Class N    (For the Period ending 10/31/2008)
Fund's Ranking / # of Funds in Peer Group
Domestic Equity FundsPeer Group1 Yr.3 Yrs.5 Yrs.10 Yrs.
Growth Fund Large Growth 412 / 1795 125 / 1502 187 / 1236 186 / 595
 Percentile Ranking   28 10 18 38
Tax-Managed Growth Fund Large Growth 572 / 1795 546 / 1502 358 / 1236 --
 Percentile Ranking   38 43 35 --
Large Cap Growth Fund Large Growth 224 / 1795 559 / 1502 692 / 1236 --
 Percentile Ranking   15 44 67 --
Small Cap Growth Fund Small Growth 626 / 843 537 / 705 283 / 578 --
 Percentile Ranking   87 90 58 --
Mid Cap Growth Fund Mid-Cap Growth 100 / 962 -- -- --
 Percentile Ranking   13 -- -- --
Small-Mid Cap Growth Fund Mid-Cap Growth 223 / 962 235 / 847 -- --
 Percentile Ranking   28 33 -- --
Value Discovery Fund Small Value 32 / 434 14 / 341 127 / 271 41 / 119
 Percentile Ranking   9 5 54 40
International Equity FundsPeer Group1 Yr.3 Yrs.5 Yrs.10 Yrs.
International Growth Fund Foreign Large Growth 181 / 227 130 / 184 83 / 154 2 / 70
 Percentile Ranking   92 81 63 2
International Equity Fund Foreign Large Growth 148 / 227 123 / 184 -- --
 Percentile Ranking   75 77 -- --
International Small Cap Growth Fund Foreign Small/Mid Growth 70 / 133 -- -- --
 Percentile Ranking   61 -- -- --
Emerging Markets Growth Fund Diversified Emerging Mkts 254 / 304 178 / 223 -- --
 Percentile Ranking   96 92 -- --
Global FundsPeer Group1 Yr.3 Yrs.5 Yrs.10 Yrs.
Global Growth Fund World Stock 402 / 631 -- -- --
 Percentile Ranking   76 -- -- --
Fixed Income FundsPeer Group1 Yr.3 Yrs.5 Yrs.10 Yrs.
Bond Fund Intermediate-Term Bond 336 / 1139 -- -- --
 Percentile Ranking   34 -- -- --
Income Fund Short-Term Bond 308 / 443 265 / 378 218 / 321 105 / 165
 Percentile Ranking   82 83 79 74

Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown are average annual total returns, which assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares.

International investing involves special risk considerations, including currency fluctuations, lower liquidity, economic and political risk. Investing in emerging markets can increase these risks.

Investments in initial public offerings (IPOs) during favorable market conditions have significantly contributed to the Emerging Markets Growth Fund's performance since its inception.  As the Fund grows in size or as market conditions for IPOs become less favorable, the impact of IPOs is likely to diminish.


Investing in smaller companies involves special risks, including higher volatility and lower liquidity.

Morningstar Ranking / # of Funds in Category displays the fund's actual rank within its Morningstar Category based on average annual total return and number of Funds in that Category.

The Morningstar Percentile Ranking compares a Fund's Morningstar risk and return scores with all the Funds in the same Category, where 1% = Best and 100% = Worst.