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Morningstar

William Blair Small-Mid Cap Core R6 WBCRX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 13.99  /  1.69 %
  • Total Assets 163.1 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 50%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:30 PM GMT+0

Morningstar’s Analysis WBCRX

Will WBCRX outperform in 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 WBCRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WBCRX 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 WBCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A drop in its Process Pillar rating is the primary driver of William Blair Small-Mid Cap Core R6's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WBCRX

More WBCRX Holdings
  • Current Portfolio Date
  • Equity Holdings 85
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.57
4,460,711
Cash and Equivalents

Cameco Corp

2.33
4,052,225
Energy

Chart Industries Inc

2.30
4,006,427
Industrials

Bright Horizons Family Solutions Inc

2.21
3,845,978
Consumer Cyclical

BWX Technologies Inc

2.18
3,794,172
Industrials

Encompass Health Corp

2.08
3,623,594
Healthcare

Casella Waste Systems Inc Class A

1.94
3,377,361
Industrials

Sylvamo Corp Ordinary Shares When Issued

1.93
3,354,033
Basic Materials

Verra Mobility Corp Class A

1.85
3,220,097
Industrials

Crown Holdings Inc

1.76
3,066,646
Consumer Cyclical