WSMRX – William Blair Small-Mid Cap Growth R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of small cap and mid cap U.S. growth companies that are expected to exhibit quality growth characteristics.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WSMNX	William Blair Small-Mid Cap Growth Fund Class N	No Load	Open			Dec 29, 2003	$60.46M	1.240%	High	$2,500	−$15.63M
WSMDX	William Blair Small-Mid Cap Growth Fund Class I	Institutional	Open			Dec 29, 2003	$707.81M	0.990%	High	$500,000	−$304.59M
WSMRX	William Blair Small-Mid Cap Growth Fund Class R6	Retirement, Large	Open			May 2, 2019	$423.60M	0.940%	High	$1M	−$58.65M

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