WSMDX Mutual Fund

WSMDX Mutual Fund (William Blair Small-Mid Cap Growth Fund Class I) is managed by William Blair Funds with $2.39B in net assets. WSMDX expense ratio is 0.99%, holding 84 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2003-12-29.

WSMDX performance shows a YTD return of 9.44%. The 1-year return is 16.87% and the 5-year return is 2.25%. WSMDX dividend yield stands at 2.57%, paid annually.

WSMDX top holdings include Primo Brands Corp (2.2%), Twist Bioscience Corp. (2.2%), Lattice Semiconductor Corp. (2.1%), Bwx Technologies, Inc. (2.0%), Akamai Technologies Inc. (2.0%). Go to all WSMDX holdings, WSMDX sectors, or WSMDX dividends.

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