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William Blair Small-Mid Cap Core R6 (WBCRX)

17.47
-0.06
(-0.34%)
At close: February 14 at 8:01:38 PM EST
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  • Previous Close 17.53
  • YTD Return 3.78%
  • Expense Ratio 0.90%
  • Category Small Blend
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 127.34M
  • Beta (5Y Monthly) 1.08
  • Yield 0.15%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.03
  • Inception Date Sep 30, 2019

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It invests in a diversified portfolio of equity securities, primarily common stocks, of small cap and mid cap U.S. companies that the Adviser deems to be of high quality but undervalued by the marketplace.

William Blair

Fund Family

Small Blend

Fund Category

127.34M

Net Assets

2019-09-30

Inception Date

More about William Blair Small-Mid Cap Core R6

Performance Overview: WBCRX

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Trailing returns as of 2/14/2025. Category is Small Blend.

YTD Return

WBCRX
3.78%
Category
20.19%
 

1-Year Return

WBCRX
20.82%
Category
60.18%
 

3-Year Return

WBCRX
5.98%
Category
11.32%
 

5-Year Return

WBCRX
11.12%
Category
13.88%
 

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Holdings: WBCRX

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Sector Weightings

SectorWBCRX
Industrials   18.39%
Financial Services   17.09%
Technology   14.26%
Healthcare   13.77%
Consumer Cyclical   11.72%
Real Estate   7.55%
Consumer Defensive   6.25%
Utilities   4.39%
Energy   3.49%
Basic Materials   3.11%
Communication Services   0.00%
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Recent News: WBCRX

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Research Reports: WBCRX

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