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William Blair Small-Mid Cap Growth I (WSMDX)

25.37
-0.02
(-0.08%)
At close: 4:22:25 PM EDT
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  • Previous Close 25.39
  • YTD Return -13.99%
  • Expense Ratio 0.99%
  • Category Mid-Cap Growth
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.4B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 63.00%
  • Last Dividend 0.06
  • 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

1.4B

Net Assets

2003-12-29

Inception Date

More about William Blair Small-Mid Cap Growth I

Performance Overview: WSMDX

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Trailing returns as of 5/16/2025. Category is Mid-Cap Growth.

YTD Return

WSMDX
13.99%
Category
10.80%
 

1-Year Return

WSMDX
4.29%
Category
48.17%
 

3-Year Return

WSMDX
2.84%
Category
21.26%
 

5-Year Return

WSMDX
6.70%
Category
20.18%
 

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Holdings: WSMDX

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Sector Weightings

SectorWSMDX
Technology   23.93%
Healthcare   23.16%
Industrials   18.55%
Consumer Cyclical   9.37%
Consumer Defensive   9.23%
Financial Services   8.28%
Utilities   3.28%
Energy   2.83%
Basic Materials   0.82%
Real Estate   0.55%
Communication Services   0.00%
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Recent News: WSMDX

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Research Reports: WSMDX

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