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William Blair Small-Mid Cap Growth R6 (WSMRX)

32.87 +0.63 (+1.95%)
At close: 8:01 PM EST
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DELL
  • Previous Close 32.24
  • YTD Return 8.56%
  • Expense Ratio 0.94%
  • Category Mid-Cap Growth
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.96B
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend --
  • Inception Date Dec 29, 2003

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of small cap and mid cap U.S. growth companies that are expected to exhibit quality growth characteristics.

William Blair

Fund Family

Mid-Cap Growth

Fund Category

1.96B

Net Assets

2003-12-29

Inception Date

Performance Overview: WSMRX

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Trailing returns as of 11/20/2024. Category is Mid-Cap Growth.

YTD Return

WSMRX
8.56%
Category
10.80%
?

1-Year Return

WSMRX
30.92%
Category
48.17%
?

3-Year Return

WSMRX
1.89%
Category
21.26%
?

5-Year Return

WSMRX
8.16%
Category
20.18%
?

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Holdings: WSMRX

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Top 10 Holdings (19.67% of Total Assets)

SymbolCompany% Assets
BWXT
BWX Technologies, Inc. 2.30%
EXAS
Exact Sciences Corporation 2.14%
CHE
Chemed Corporation 2.12%
EHC
Encompass Health Corporation 2.03%
DT
Dynatrace, Inc. 2.03%
EXLS
ExlService Holdings, Inc. 1.90%
BCO
The Brink's Company 1.87%
FRPT
Freshpet, Inc. 1.82%
MRCY
Mercury Systems, Inc. 1.73%
CWAN
Clearwater Analytics Holdings, Inc. 1.73%

Sector Weightings

Recent News: WSMRX

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Research Reports: WSMRX

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