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William Blair Small-Mid Cap Growth N (WSMNX)

26.78 +0.03 (+0.11%)
At close: 8:00 PM EDT

Fund Summary

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 Small-Mid Cap Growth N

Chicago, IL 60606
222 W Adams St
877-962-5247

Fund Overview

Category Mid-Cap Growth
Fund Family William Blair
Net Assets 1.86B
YTD Return 0.12%
Yield 0.00%
Morningstar Rating
Inception Date May 02, 2019

Fund Operations

Last Dividend 0.02
Last Cap Gain 13.00
Holdings Turnover 49.00%
Average for Category --

Fees & Expenses

Expense WSMNX Category Average
Annual Report Expense Ratio (net) 0.94% 1.09%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 0.99% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Daniel E. Crowe, Lead Manager since December 03, 2015
Dan Crowe, CFA, partner, is a portfolio manager on William Blair’s Mid Cap Growth, Small-Mid Cap Growth, and Small-Mid Cap Core strategies. Previously, he was an associate portfolio manager on the firm’s Mid Cap Growth strategy, an associate portfolio manager on the firm’s Small Cap Growth strategy, and a research analyst, where he focused on all sectors across the U.S. small-cap space. Before joining William Blair as a generalist research analyst in May 2011, Dan was a midcap portfolio manager at Pyramis Global Advisors and a portfolio manager and analyst at The Boston Company/Founders Asset Management. He began his career as a generalist analyst at Marsico Capital Management. Dan is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in mechanical engineering from the University of Illinois at Urbana-Champaign.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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