About WSMDX
The William Blair Small-Mid Cap Growth Fund Class I is a mutual fund focused on long-term capital appreciation by investing predominantly in small- and mid-cap U.S. companies that demonstrate strong growth potential. The fund typically allocates at least 80% of its net assets to equities within this segment, targeting businesses with robust fundamentals, market leadership, and attractive growth prospects. Its portfolio spans a diverse range of sectors, including industrials, healthcare, technology, consumer defensive, and financial services, with notable holdings such as BWX Technologies, Freshpet, and Lattice Semiconductor. Managed with an institutional approach, the fund is designed for investors seeking exposure to dynamic, innovative companies beyond the large-cap universe. With over $2 billion in assets and a moderate turnover rate, the fund occupies a strategic role within the mid-cap growth category, offering diversification and potential for enhanced growth alongside increased volatility relative to larger-cap funds.
Fund Family William Blair
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WSMDX
Share Class Class I
Index Russell 2500 Growth TR
WSMDX had a total return of 10.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.02%.
