Morningstar

William Blair Small-Mid Cap Growth Fund Class R6 WSMRX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 31.39  /  +1.68 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 57%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WSMRX

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

  • People Pillar

    The People Pillar is our evaluation of the WSMRX 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 WSMRX’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 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
Rated on Published on

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Portfolio Holdings WSMRX

More WSMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lattice Semiconductor Corp

2.67 33M
Technology

Primo Brands Corp Ordinary Shares - Class A

2.58 32M
Consumer Defensive

F5 Inc

2.35 29M
Technology

Sterling Infrastructure Inc

2.34 29M
Industrials

Akamai Technologies Inc

2.30 28M
Technology

Everpure Inc Class A

2.13 26M
Technology

Guardant Health Inc

2.08 26M
Healthcare

nVent Electric PLC

2.08 26M
Industrials

Mueller Industries Inc

2.05 25M
Industrials

Fixed Inc Clearing Corp.Repo

2.05 25M
Cash and Equivalents

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