William Blair

William Blair Parent Rating

Average

William Blair has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Even with an average pillar rating, William Blair has had impressive longevity among its product shelf. The firm's success ratio is 61%, meaning that 61% of its strategies have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A sign of strength at William Blair is its longest-tenured management, which boasts 12 years of average tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. Despite other redeeming qualities as a firm, William Blair has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

William Blair Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

12.81 Bil

Investment Flows (TTM)

−378.39 Mil

Asset Growth Rate (TTM)

−3.37%

# of Share Classes

49
Morningstar Rating # of Share Classes
3
7
19
14
0
Not Rated 6

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