Morningstar

William Blair Small Cap Growth Fund Class N WBSNX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 32.14  /  −0.71 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 94%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WBSNX

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

  • People Pillar

    The People Pillar is our evaluation of the WBSNX 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 WBSNX’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 Cap Growth N holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WBSNX

More WBSNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.67 43M
Cash and Equivalents

Diebold Nixdorf Inc Ordinary Shares- New

2.08 24M
Technology

Bloom Energy Corp Class A

1.89 22M
Industrials

Sterling Infrastructure Inc

1.84 21M
Industrials

Synaptics Inc

1.81 21M
Technology

Primo Brands Corp Ordinary Shares - Class A

1.80 21M
Consumer Defensive

Twist Bioscience Corp

1.78 21M
Healthcare

BorgWarner Inc

1.69 20M
Consumer Cyclical

Flowserve Corp

1.68 20M
Industrials

Cognex Corp

1.60 19M
Technology

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