WBCIX Mutual Fund

WBCIX Mutual Fund (William Blair Small-Mid Cap Core Fund Class I) is managed by William Blair Funds with $7.7M in net assets. WBCIX expense ratio is 0.95%, holding 95 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2019-10-01.

WBCIX performance shows a YTD return of 9.68%. The 1-year return is 11.94% and the 5-year return is 3.55%. WBCIX dividend yield stands at 2.70%, paid annually.

WBCIX top holdings include BorgWarner Inc (2.0%), Dynatrace Inc (1.9%), Tpg Inc (1.9%), Everest Group Ltd Common Stock (1.8%), Guidewire Software Inc (1.7%). Go to all WBCIX holdings, WBCIX sectors, or WBCIX dividends.

WBCIX can be compared against other funds. Use WBCIX overlap to find shared positions, or WBCIX vs another fund for a side-by-side view. WBCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.