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 83 positions across sectors including Information Technology, Health Care, Industrials. 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 2.47%, paid annually.

WSMDX top holdings include Pure Storage Inc. Class A (2.6%), F5 Networks Inc. (2.5%), Onto Innovation Inc (2.3%), Sterling Construction Company Inc (2.2%), Primo Brands Corp (2.2%). 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.