WSMNX Mutual Fund

WSMNX Mutual Fund (William Blair Small-Mid Cap Growth Fund Class N) is managed by William Blair Funds with $359.5M in net assets. WSMNX expense ratio is 1.24%, holding 83 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2003-12-29.

WSMNX performance shows a YTD return of 9.30%. The 1-year return is 16.61% and the 5-year return is 1.99%. WSMNX dividend yield stands at 2.76%, paid annually.

WSMNX 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 WSMNX holdings, WSMNX sectors, or WSMNX dividends.

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