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Mutual Funds: WILLIAM BLAIR

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
WILLIAM BLAIR BOND R6 (BBFIX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
WILLIAM BLAIR EMRG MKTS SM CAP GWTH I (BESIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR GROWTH SHS CL I (BGFIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR INCOME FD CLASS I (BIFIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR INCOME R6 (BIFJX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
WILLIAM BLAIR FDS (ICSCX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR LARGE CAP GROWTH FUND CLAS (LCGFX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR LARGE CAP GROWTH FUND CL N (LCGNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR BD FD CL N (WBBNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR SMALL MID CAP CORE I (WBCIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR EMRG MKTS LEADERS I (WBELX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR BD FD CL I (WBFIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR GROWTH SHS CLASS N (WBGSX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR LOW DURATION FD CL I (WBLIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR LOW DURATION FD CL R6 (WBLJX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
WILLIAM BLAIR LOW DURATION FD CL N (WBLNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR SMALL CAP GROWTH FUND CLAS (WBSIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR FDS EMGMKT DBT FD I (WEDIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR EMRG MKTS LEADERS N (WELNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR EMRG MKTS SM CAP GWTH N (WESNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR GLOBAL LEADERS CL I (WGFIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR GLOBAL LEADERS CL N (WGGNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR CHINA GROWTH I (WICGX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR INTL LEADERS I (WILIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR INTL LEADERS N (WILNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR INTL SMALL CAP GROWTH CL I (WISIX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR INTL SMALL CAP GROWTH CL N (WISNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR MACRO ALLOC FD CL R6 (WMCJX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
WILLIAM BLAIR MACRO ALLOC N (WMCNX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR SMALL MID CAP GROWTH FUND (WSMDX)
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1 $0.00 $0.00 $0.00 $0.00
WILLIAM BLAIR SMALLMID CAP GROWTH FUND C (WSMNX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.