Morningstar

William Blair Small-Mid Cap Core Fund Class I WBCIX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 19.71  /  +0.72 %
  • Total Assets 273.0M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 81%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WBCIX

Will WBCIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WBCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WBCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WBCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Small-Mid Cap Core I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WBCIX

More WBCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.08 8M
Cash and Equivalents

BorgWarner Inc

2.06 6M
Consumer Cyclical

F5 Inc

1.77 5M
Technology

Everest Group Ltd

1.70 5M
Financial Services

Everpure Inc Class A

1.68 5M
Technology

Diebold Nixdorf Inc Ordinary Shares- New

1.67 4M
Technology

Carpenter Technology Corp

1.66 4M
Industrials

Knight-Swift Transportation Holdings Inc Class A

1.66 4M
Industrials

Idacorp Inc

1.66 4M
Utilities

Akamai Technologies Inc

1.64 4M
Technology

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