WBSRX Mutual Fund

WBSRX Mutual Fund (William Blair Small Cap Growth Fund Class R6) is managed by William Blair Funds with $47,366 in net assets. WBSRX expense ratio is 0.94%, holding 93 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2019-05-02.

WBSRX performance shows a YTD return of 15.33%. The 1-year return is 25.64% and the 5-year return is 5.85%. WBSRX dividend yield stands at 6.42%, paid annually.

WBSRX top holdings include Diebold Nixdorf Inc (2.3%), Fixed Inc Clearing Corp.Repo (2.0%), Krystal Biotech Inc (1.9%), Veracyte, Inc. (1.9%), Cognex Corp. (1.9%). Go to all WBSRX holdings, WBSRX sectors, or WBSRX dividends.

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