Morningstar

William Blair Small-Mid Cap Growth Fund Class I WSMDX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 32.16  /  +0.91 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 57%

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

Morningstar’s Analysis WSMDX

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

  • People Pillar

    The People Pillar is our evaluation of the WSMDX 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 WSMDX’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 Growth 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 WSMDX

More WSMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Everpure Inc Class A

2.57 34M
Technology

F5 Inc

2.47 32M
Technology

Onto Innovation Inc

2.26 30M
Technology

Sterling Infrastructure Inc

2.21 29M
Industrials

Primo Brands Corp Ordinary Shares - Class A

2.20 29M
Consumer Defensive

Lattice Semiconductor Corp

2.09 27M
Technology

nVent Electric PLC

2.05 27M
Industrials

Carpenter Technology Corp

2.04 27M
Industrials

Guardant Health Inc

1.96 26M
Healthcare

Talen Energy Corp Ordinary Shares New

1.94 25M
Utilities

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