Morningstar

William Blair Small-Mid Cap Core Fund Class R6 WBCRX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 18.88  /  −0.11 %
  • Total Assets 262.9M
  • 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 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 81%

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

Morningstar’s Analysis WBCRX

Will WBCRX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Small-Mid Cap Core R6 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 WBCRX

More WBCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

F5 Inc

2.31 6M
Technology

BorgWarner Inc

2.31 6M
Consumer Cyclical

Akamai Technologies Inc

2.15 6M
Technology

Vishay Intertechnology Inc

2.02 5M
Technology

Primo Brands Corp Ordinary Shares - Class A

1.86 5M
Consumer Defensive

Forgent Power Solutions Inc Ordinary Shares - Class A

1.75 5M
Industrials

Garrett Motion Inc Ordinary Shares - New

1.75 5M
Consumer Cyclical

Ciena Corp

1.70 4M
Technology

Knight-Swift Transportation Holdings Inc Class A

1.68 4M
Industrials

Diebold Nixdorf Inc Ordinary Shares- New

1.66 4M
Technology

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