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William Blair Small-mid Cap Growth Fund Class I (WSMDX)

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28.12 +0.21    +0.75%
22/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  William Blair
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.32B
William Blair Small-Mid Cap Gr I 28.12 +0.21 +0.75%

WSMDX Overview

 
Find basic information about the William Blair Small-mid Cap Growth Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WSMDX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change1.94%
Prev. Close27.91
Risk Rating
TTM Yield0%
ROE13.11%
IssuerWilliam Blair
Turnover49%
ROA4.36%
Inception Date37984
Total Assets1.32B
Expenses1.03%
Min. Investment500,000
Market Cap8.19B
CategoryMid - Cap Growth
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William Blair Small-mid Cap Growth Fund Class I Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1089 1089 1219 1033 1589 2819
Fund Return 8.91% 8.91% 21.85% 1.09% 9.7% 10.92%
Place in category 315 315 321 303 346 120
% in Category 53 53 59 62 72 31

Top Equity Funds by William Blair

  Name Rating Total Assets YTD% 3Y% 10Y%
  William Blair Large Cap Growth I 1.56B 14.85 11.05 16.16
  William Blair International Growt 988.25M 6.52 -0.92 5.34
  William Blair Instl International G 917.38M 6.53 -0.87 5.48
  William Blair International Ldrs In 584.04M 6.73 -1.18 6.82
  William Blair Emerging Mkts Growth 531.48M 4.43 -7.54 4.19

Top Funds for Mid-Cap Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Mid-Cap Growth I 12.12B 8.50 4.20 -
  T. Rowe Price Mid-Cap Growth 12.06B 8.47 4.07 11.20
  T. Rowe Price New Horizons I 11.08B 6.12 -3.10 -
  Principal MidCap Institutional 11.49B 10.97 9.12 12.70
  Vanguard Mid-Cap Growth Index Admir 11.87B 7.56 3.89 10.63

Top Holdings

Name ISIN Weight % Last Change %
  ELF Beauty US26856L1035 2.67 161.50 +3.04%
  Freshpet Inc US3580391056 2.67 104.75 +0.06%
  BWX Tech US05605H1005 2.65 92.31 +0.78%
  Carlyle Group US14316J1088 2.38 45.20 +2.54%
  Axon Enterprise US05464C1018 2.29 293.80 +0.07%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Sell
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Strong Sell Neutral
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