Mutual Funds - Profile

William Blair Small-Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s net assets in equity securities.

The team prefers companies that are estimated to exhibit quality growth characteristics.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates More

Price

  • Last Close
  • $32.7
    +0.74
  • 52 Week HL
  • $41.23 - $30.7
  • Net Assets
  • $3329 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Aug 03, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Robert Lanphier
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-11.3 % YTD

  • 3 Year
  • 28.56%
  • 5 Year
  • 70.68%
  • Best
  • 44.26%
    2009
  • Worst
  • -11.3%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WSMDX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -11.3% 4% -20.3% 17.1% 5.3% 8.8% -2.9% 7.5% 1.1% 14.1% -
Q2 - 4% 26.5% 5% 7.7% 6.7% 4.1% 1.4% 1.1% 5.7% -
Q3 - -1.2% 8.4% 0.2% 7.7% 5.1% 2.9% -6.7% -2.5% 9.3% -
Q4 - -7.8% 19.2% -2.7% -18.2% 5% 2.6% 2.9% 9.2% 7.4% -

Returns +
M

J F M A M J J A S O N D
2022 -11.3% - - - - - - - - - - -
2021 1.1% 4.6% -1.6% 4.5% -3.9% 3.5% 0.2% 1.9% -3.3% 6% -5.6% -8%

Annual
Return

Index Comparison

Alpha

NAV