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
  • $28.53
    +0.25
  • 52 Week HL
  • $34.99 - $27.37
  • 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

Performance
-6.4 % YTD

  • 3 Year
  • 36.81%
  • 5 Year
  • 76.06%
  • Best
  • 41.43%
    2013
  • Worst
  • -6.4%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WSMNX -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 -6.4% 4% -20.4% 17% 5.2% 8.8% -3% 7.5% 1.1% 14% -
Q2 - 3.9% 26.5% 5% 7.6% 6.6% 4.1% 1.3% 1.1% 5.7% -
Q3 - 4.1% 8.3% 0.1% 7.6% 5.1% 2.8% -6.7% -2.6% 9.2% -
Q4 - -10.8% 19% -3.2% -18.2% 4.9% 2.6% 2.8% 9.1% 7.3% -

Returns +
M

J F M A M J J A S O N D
2022 -6.4% - - - - - - - - - - -
2021 1% 4.6% -1.6% 4.4% -3.9% 3.5% 0.2% 1.9% 1.9% 0.6% -4% -10%

Annual
Return

Index Comparison

Alpha

NAV