US Small-Mid Cap Growth Fund

Investment Objective

Long-term capital appreciation

Fund Characteristics

The Fund seeks to invest in small and mid cap quality companies that are expected to have solid growth in earnings.

Investment Approach

Why Consider This Fund?

  • Seeks to provide strong long-term investment returns with limited risk
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
  • Utilizes William Blair’s Research Agenda to ensure portfolio managers and analysts continually focus on the most attractive portfolio candidates
  • Managed by an experienced, long-tenured portfolio management team
Investing in smaller and medium capitalization companies involves special risks, including higher volatility and lower liquidity. Small and mid cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer's financial condition.