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William Blair Small-Mid Cap Growth R6 (WSMRX)

25.04
-0.50
(-1.96%)
As of 8:07:22 AM EDT. Market Open.
Loading Chart for WSMRX
  • Previous Close 25.54
  • YTD Return -3.73%
  • Expense Ratio 0.94%
  • Category Mid-Cap Growth
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.65B
  • Beta (5Y Monthly) 1.15
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 63.00%
  • Last Dividend --
  • Inception Date May 2, 2019

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

1.65B

Net Assets

2019-05-02

Inception Date

Performance Overview: WSMRX

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Trailing returns as of 3/28/2025. Category is Mid-Cap Growth.

YTD Return

WSMRX
3.73%
Category
10.80%
 

1-Year Return

WSMRX
0.05%
Category
48.17%
 

3-Year Return

WSMRX
3.07%
Category
21.26%
 

5-Year Return

WSMRX
8.18%
Category
20.18%
 

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Holdings: WSMRX

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Sector Weightings

SectorWSMRX
Technology   24.90%
Healthcare   22.75%
Industrials   18.95%
Utilities   3.32%
Energy   2.86%
Real Estate   0.54%

Recent News: WSMRX

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Research Reports: WSMRX

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