William Blair offers 25 different mutual funds in strategies ranging from domestic equity to global, international, emerging, fixed income, and multi-asset
Price, performance, rating and rankings information on our Funds
William Blair appreciates your interest in our Funds. This section provides important information to read prior to investing in the Funds, as well as account applications and account access.
This section is for the exclusive use of financial advisors and investment professionals. It provides access to a number of special services for advisors, as well as a wealth of additional in-depth information about our Funds.
Seek to meet a wide variety of investment objectives, from current income to long-term capital appreciation
2015 Dividend & Distribution Estimates
In a recent Barron’s special report, Todd McClone, co-portfolio manager of the
William Blair emerging markets funds, discusses how to navigate emerging
markets investments in a slowing-growth environment.
Read "Emerging Markets: Opportunities Abound, Even in China"
At William Blair, we consider environmental, social, and corporate governance (ESG) to be one of many considerations that inform our investment decisions.
Learn more about our ESG integration philosophy
companies without local listings in their home markets have not been eligible
for MSCI index inclusion, but effective December 1, 2015, that will change. The
William Blair Global and International Equity team explains why.
Read MSCI Broadens Index Coverage Commentary
topic of liquidity in the fixed-income market has garnered significant
attention from the media, academia, and asset managers. Our fixed-income team authored a paper with their thoughts on the topic.
William Blair has been named to the Chicago Tribune’s top workplaces for the sixth straight year in 2015
Read William Blair Named a Top Workplace by the Chicago Tribune
David Ricci and James Golan, co-portfolio managers of the
William Blair Large Cap Growth Fund, discuss quality growth stocks in an
interview with Wally Forbes.
Read "3 Traditional Quality Growth Stocks with Lots of Upside Potential"
William Blair Emerging Markets Small Cap Growth Fund took the top spot in U.S. News & World Report’s ranking
of Best Mutual Funds in the ‘Diversified Emerging Markets’ category.
Read Best Emerging Markets Fund
Olga Bitel, William Blair economist, sees several reasons to be optimistic about near- to medium-term growth prospects, and shares her views on opportunities for investors in Investment Magazine.
Read Global Economy and Markets in Perspective
Despite short-term risks, Tom Clarke, co-portfolio manager of the William Blair Macro Allocation Fund, tells Bloomberg.com that Russia’s equity market is very attractive long term.
Read Tom Clarke Discusses Russia’s Equity Market
William Blair won three 2015 STAR Awards for its Big Picture communications designed to show advisors the benefits of macro diversification.
Read William Blair Receives Industry Recognition
Target-date funds have become the default investment for many defined-contribution retirement plan participants—but an allocation to macro diversification approaches may be advantageous for managing the risks faced by those participants. We explain why in our latest white paper.
Read Macro Diversification and Target-Date Funds White Paper
The William Blair Emerging Markets Small Cap Growth and William Blair Small-Mid Cap Growth Funds ranked among top-performers in their categories for one-year performance as of September 30, 2015, in the "The Journal Report," the Wall Street Journal's quarterly review of mutual funds.
Learn the Funds' WSJ Category King Rankings
The current bull market in U.S. equities is entering its seventh year, and valuations are near all-time highs, but we see a higher probability of entering a more normalized return environment in which high-quality stocks should outperform.
Learn why high-quality stocks should outperform
Our Global and International Equity team continues to monitor the markets in the wake of near-term volatility, as detailed in our strategy brief.
Read William Blair International Team Strategy Brief
Brian Singer, head of William Blair’s Dynamic Allocation Strategies team and co-portfolio manager of the William Blair Macro Allocation Fund, appeared on “WealthTrack” recently where he discussed why macro investing matters with host Consuelo Mack.
Watch Video: Brian Singer on WealthTrack
William Blair's Dynamic Allocation Strategies team provides a global market and currency update and highlights how the current environment creates a headwind and longer-term opportunities.
Read Macro Allocation Fund August 2015 Market Commentary
August 2015: Concerns about the emerging markets have broadened into worries about the sustainability of global growth.
Read our review of the situation and learn about the portfolio implications.
Tom Clarke, co-portfolio manager of the William Blair Macro Allocation Fund, discusses the benefits of the team’s unique currency management approach with Brian Haskin of DailyAlts.
Watch Video, Part 1: The Team's Unique Approach to Currency Management
Watch Video, Part 2: Volatility and Opportunities
Brian Singer, co-portfolio manager of the William Blair Macro Allocation Fund, discusses why he believes many investors are missing top-down diversification in their portfolios and why currencies provide significant investment opportunities in the coming years in a recent Financial Advisor magazine article, “The Trend Spotters.”
Read "The Trend Spotters"
In an article for Practical Applications, Brian Singer, Head of the Dynamic Allocation Strategies team at William Blair, explains why investment processes need to be designed for a dynamic world.
Read "An Investment Process for a Dynamic World"
Brian Singer, CFA, head of William Blair’s Dynamic Allocation Strategies team, received the 2015 Distinguished Service Award from the CFA Institute.
Read CFA Institute Recognizes Brian Singer
Kiplinger’s Personal Finance cites the William Blair Macro Allocation Fund as one fund that can help protect portfolios during volatile markets.
Kiplinger's "9 Funds for a Rainy Day"
The William Blair International Equity team reviews recent activity in China and explores investment implications.
Listen to China Webinar Replay and Read Summary Paper
Two William Blair funds ranked in the top 20 multi-alternative funds by asset flows as of May 2015, according to Financial Planning: Macro Allocation Fund and Directional Multialternative Fund.
Read Top Multi-Alternative Funds by Flows
William Blair Funds is ranked among “Top Fund Families” by the Mutual Fund Observer based on the number of funds beating their category averages.
Read William Blair Funds Ranked in “Top Fund Families”
William Blair Large Cap Growth Fund’s portfolio managers discuss how they focus on a three- to five-year timeframe, not short-term trends, in identifying structurally advantaged companies in a recent Ticker Magazine Fund Q&A.
Read William Blair Large Cap Growth Fund’s Ticker Magazine Fund Q&A
Mike Balkin, co-portfolio manager, provides his rationale regarding several stock picks in the William Blair Small Cap Growth Fund with TheStreet.
Watch Now: Mike Balkin Talks Small-Cap Stock Picks
Mike Balkin, partner and co-portfolio manager of the William Blair Small Cap Growth Fund, explains why small cap stocks often perform well in a rising interest rate environment on CNBC’s “Closing Bell.”
CNBC "Closing Bell" Interviews Mike Balkin
See how an advisor combines active and passive funds in client portfolios.
Advisor Combines Active + Passive Funds
Please carefully consider the Funds' investment objectives, risks, charges, and expenses before investing.
This and other information is contained in the Funds' prospectus, which you may obtain by calling 1-800-742-7272.
Read it carefully before you invest or send money.
William Blair & Company, L.L.C., distributor
As used on this site, William Blair Investment Management, LLC and the investment management division of William Blair & Company, L.L.C. are collectively referred to as "William Blair."
For the convenience of our clients, below we provide links to order execution data and routing information as required by the Securities and Exchange Commission rules and regulations.
NMS Rule 605 - Order Execution Information
William Blair & Company presents this order execution information pursuant to NMS Rule 605. Access our William Blair Rule 605 Data files.
The data that you will find by following the link above will provide you with an indication of the type of execution you will receive for stocks in which William Blair is a market maker. However, please be aware that the majority of the order flow executed by William Blair & Company is not covered by NMS Rule 605 due to special handling requests by customers. The execution results from this order flow will not appear in the data and may differ substantially from the results.
NMS Rule 606 - Order Routing Information
William Blair & Company presents this order routing information pursuant to NMS Rule 606. View William Blair Rule 606 Data (PDF).
William Blair takes into consideration many factors when determining where to route customers' orders. These include opportunities for price improvement, speed of execution, market depth and order size, cost of execution and the reputation of a particular venue. William Blair actively monitors the execution quality provided by the different market makers and exchanges, and routes orders to venues that have provided consistent, high-quality executions over time.
FINRA Rule 4370 requires that members and member firms establish and maintain business continuity and contingency plans relating to an emergency or significant business disruption.
Click to view William Blair & Company's Business Continuity Plan Summary (PDF).
William Blair International, Ltd - Financial Reporting Council's UK Stewardship Code Disclosure
Under Rule 2.2.3R of the Financial Conduct Authority's (FCA) Conduct of Business Sourcebook, William Blair International ("WBI") is required to include a disclosure about the nature of its commitment to the UK Financial Reporting Council's Stewardship Code (the "Code") or, where it does not commit to the Code, its alternative investment strategy. The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers. Investors that commit to the Code can either comply with it in full or choose not to comply with aspects of the Code, in which case they are required to explain their non compliance. We have detailed below the reasons why WBI has chosen not to commit to the Code.
WBI pursues a long only global equity strategy that involves it investing in global equities, including UK equities. The Code is therefore relevant to some aspects of WBI's trading. While WBI generally supports the objectives that underlie the Code, WBI has chosen not to commit to the Code. WBI invests in a variety of asset classes and in a variety of jurisdictions globally. The policies of the WBI in relation to engagement with issuers and their management are determined globally. WBI takes a consistent global approach to engagement with issuers and their management in all of the jurisdictions in which it invests and, consequently, does not consider it appropriate to commit to any particular voluntary code of practice relating to any individual jurisdiction.
At William Blair, your privacy is important and we want to be clear about the information we may collect when you
Please read the information below about our cookie use. By using this site you agree to the placement of
cookies on your computer in accordance with the terms of this policy. If you would like to modify your
browser to notify you when you receive a new cookie or to disable cookies, please refer to Managing
Cookies below. Additional resources, and our full Privacy and Security Policy may also be found below.
What are cookies? Cookies are text files containing small amounts of information that are downloaded to your
device when you visit a website. When you return to the website or visit another website that recognizes the same
cookies, the cookies allow the website to recognize your device. Cookies can serve many purposes (helping us to
understand how visitors use the website, letting you navigate between pages efficiently, remembering your
preferences, and generally improving your user experience). Cookies also can help ensure that we provide
information to you that is relevant or that you have requested.
You also can learn more about cookies at www.allaboutcookies.org.
Some cookies are essential for us to provide you with the services you have requested, such as accessing secure
areas. These cookies manage the delivery of any web services requested by you and if you do not accept these
cookies you will not receive the services that you have requested or potentially be able to view the webpage. These
cookies do not gather information about you that could be used for marketing purposes or remembering where you
have been on the internet.
Remembering your selections cookies
Cookies are also used to remember your selections that change the way our website behaves or looks, e.g., the font
sizes or layout you have chosen, etc. These types of cookies can also be used to deliver a specific function
requested by you. Please note that if you delete these cookies, we will not be able to remember your preferences or
your login details or provide you with the content you have requested. These cookies do not gather information about
you that could be used for marketing purposes or remembering where you have been on the internet. If you no longer
wish for us to remember your selections, you should delete cookies on your machine.
There are also certain unique cookies and/or third-party cookies that we may use for analytics purposes to enhance
the performance of our website. These cookies may be used for testing different designs and ensuring a consistent
look and feel is maintained for users of our website. They also may track and provide trend analysis on how our
users interact with our website, or help us to track errors. The data collected will generally be aggregated to provide
trends and usage patterns for business analysis, site/platform improvement and performance metrics. The type of
information we collect includes how many visitors visit our website, when they visited, for how long and which areas
of our website are visited and which services are used. This information allows us to continuously improve our
services. While this analysis may be performed by third parties, only William Blair will review the analytics. Your use
of our website indicates your consent to the use of these web analytics cookies. One of these third party analytic tools
the William Blair & Company website.
For further details on Google analytics cookies, visit cookies set by Google Analytics.
William Blair may utilize a select set of cookies provided by third parties, such as Like and Share buttons. These
cookies store non-personally identifiable information, but may store information that is available to third-party
advertisers, publishers, or ad networks. Please review information about these cookies and how to opt out here.
We use Google AdWords remarketing to display banner advertisements on third-party websites to visitors of our websites.
to you based on your activity on our websites. Learn More: Google Advertising Privacy FAQ
We also may use third parties to develop and target "interest-based" advertisements. These advertisements may be relevant to your interests based on your web use and other non-personally identifiable information.
To opt-out of third-party and interest-based advertising cookies, go to the Network Advertising Initiative opt-out page.
Most browsers are initially set to accept cookies. However, you have the ability to disable cookies if you wish,
generally through changing your internet software browsing settings. It may also be possible to configure your
browser settings to enable acceptance of specific cookies or to notify you each time a new cookie is about to be
stored on your computer permitting you to decide whether to accept or reject the cookie. To manage your use of
cookies, there are various resources available to you. For example the ?Help? section on your browser may assist
you. As our cookies allow you to access some of our website?s essential features, we recommend that you leave
cookies enabled. Disabling cookies may mean that you experience reduced functionality or will be prevented from
using our site altogether. Our website will respect the cookie preferences set in your browser settings. However
cookies set prior to any change to your settings will still be on your computer. You can remove them using your
browser settings as well.
http://www.international-chamber.co.uk; The ICC?s document: ICC UK Cookie Guide (PDF)
William Blair & Company Privacy and Security Policy
The following is a legal agreement between William Blair, ("we," "us," or "our") and "you," the user of William Blair.
A valid log in ID and password are required for you to use or access portions of the William Blair website. In order to help protect the confidentiality and security of your information or data, you must use your password each time you access your account. You are solely responsible for maintaining the confidentiality of your password and for any use or misuse of our site by anyone using your password. We are not responsible and shall not be liable for any disclosure, misuse, modification or loss of any of your information or data by anyone accessing your account using your password.
You acknowledge and understand that no form of protection can completely ensure that the William Blair website will be completely protected against unauthorized entry or behavior. We shall have no liability for any claim or damages arising out of any breach of network security or any disclosure, misuse, modification or loss of data or information as a result thereof.
You are solely responsible for your actions and communications undertaken or transmitted using the William Blair website. Neither we nor our affiliates exercise editorial control over your transmissions; however, we do reserve the right to review your uploads and transmissions in order to, among other things, ensure compliance with these Terms.
Your use of the William Blair website is subject to all applicable local, state, national and international laws and regulations, and you agree not to use the William Blair website for purposes that violate such laws and regulations. You agree to abide by our copyright policy as set forth in our Copyright & Disclaimers page. In addition, you agree that:
The products, technology and/or processes described and/or used on the William Blair website may be the subject of intellectual property rights reserved by William Blair or other third parties. Nothing contained herein shall be construed as conferring to you in any manner, whether by implication, estoppel or otherwise, any license, title, or ownership of or to any intellectual property right of William Blair or any third party.
We reserve the right to modify the William Blair website and the materials, features and services provided on the site at any time without prior notice to you.
The materials, information and services provided on the William Blair website are provided "as is" without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. There is no warranty against interference with your enjoyment of any materials, information or services (including, but not limited to, any data, text, images, sounds or computer programs (including collections and compilations of them) or against infringement.
Neither William Blair nor any of its principals, officers, employees or affiliates shall be liable for any direct, indirect, special, consequential, punitive, exemplary and/or incidental damages of any kind whatsoever (including, but not limited to, lost profits or attorneys' fees) in any way due to, resulting from or arising in connection with your access to, inability to access, or use of the site, or from your reliance on any information provided on the site, even if William Blair has been advised of the possibility of such damages. This limitation applies to all causes of action in the aggregate including, but not limited to, breach of contract, breach of warranty, negligence, strict liability, misrepresentation and any other tort. In the event the foregoing limitation of liability set forth herein shall be for any reason held unenforceable or inapplicable, you agree that William Blair and its affiliates' aggregate Liability shall not exceed five hundred dollars ($500).
Neither William Blair nor its affiliates takes any responsibility or assumes any liability for any content uploaded or otherwise transmitted by you or any third party, or for any mistakes, defamation, slander, libel, omissions, falsehoods, obscenity, pornography, indecency, lewdness, harassment, threats, abuse or profanity you may encounter in using the William Blair website. You agree to hold harmless William Blair and its affiliates and parties with whom William Blair has contracted for purposes of hosting or maintaining the site from all claims based upon communications or materials made available by you on the site.
Neither William Blair nor its affiliates makes any representation that materials, features or services on the site are appropriate or available for use in locations outside the United States, and accessing them from territories where their contents are illegal is prohibited. Those who choose to access the site from other locations do so on their own initiative and are responsible for compliance with local laws.
Upon a request by William Blair, you agree to defend, indemnify and hold harmless William Blair and its affiliates, and their employees, contractors, officers and directors, from all liabilities, claims and expenses, including attorney's fees that arise from your use or misuse of the William Blair website. William Blair reserves the right, at its own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will cooperate with William Blair in asserting any available defenses.
In the event William Blair determines, in its sole discretion, that you have violated these Terms, William Blair shall have the right to immediately terminate your access to the site, without prior notice to you, and/or pursue any other remedies available to it under applicable law.
This Agreement, and the respective rights and obligations of the parties hereto, shall be governed by and construed in accordance with the laws of the State of Illinois (excluding any conflict of laws provisions of the State of Illinois that would refer to and apply the substantive laws of another jurisdiction). Any suit or proceeding regarding the William Blair website or any part of the site shall be brought only in Illinois. Each of the parties consent to the exclusive personal jurisdiction and venue of the court, state and federal, located in city of Chicago, Illinois.
William Blair shall have the right to revise these Terms at anytime by updating this posting. By using the William Blair website, you agree to be bound by any such revisions and should therefore periodically visit the site to determine the then-current Terms to which you are bound.