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 30.94  /  +1.64 %
  • Total Assets 1.2B
  • 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 Oct 03, 2026 | 1-Day Return as of Oct 03, 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
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Portfolio Holdings WSMRX

More WSMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

F5 Inc

2.47 31M
Technology

Everpure Inc Class A

2.31 29M
Technology

Twist Bioscience Corp

2.21 27M
Healthcare

Dynatrace Inc Ordinary Shares

2.18 27M
Technology

Primo Brands Corp Ordinary Shares - Class A

2.10 26M
Consumer Defensive

Fixed Inc Clearing Corp.Repo

2.07 26M
Cash and Equivalents

Manhattan Associates Inc

2.03 25M
Technology

Mueller Industries Inc

1.98 25M
Industrials

Guardant Health Inc

1.83 23M
Healthcare

BorgWarner Inc

1.75 22M
Consumer Cyclical

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