WBGSX (WM Blair:Growth Fund;N)
Net Asset Value: 12.10
1-Day Return:
0.06 (0.50%)
YTD Return as of 2/9/12:
12.77%
Classification: Multi-Cap Growth Objective: Growth Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 12.77 | 6.35 | 19.94 | 3.67 | 4.67 |
| Classification | 10.73 | 1.94 | 20.57 | 2.72 | 5.05 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 17 | 19 | 59 | 35 | 61 |
Fund Stats
More| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 218.90 |
| Inception Date: | 12/31/59 |
| Manager Name, Tenure | Jostrand/Fording, 2001 / 2006 |
| Expense Ratio: | 1.16% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 10/31/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Apple Inc Ord | AAPL | 6.02 |
| Mcdonalds Corp Ord | MCD | 5.44 |
| Google Inc Ord | GOOG | 4.21 |
| Schlumberger Nv Ord | SLB | 3.15 |
| Ihs Inc Ord | IHS | 2.96 |
| Qualcomm Inc Ord | QCOM | 2.93 |
| Ebay Inc Ord | EBAY | 2.74 |
| Intercontinentalexchange Inc Ord | ICE | 2.67 |
| Occidental Petroleum Corp Ord | OXY | 2.55 |
| Trimble Navigation Ltd Ord | TRMB | 2.39 |
| % of Total Holdings | 35.06 | |
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