WSMRX Mutual Fund

WSMRX Mutual Fund (William Blair Small-Mid Cap Growth Fund Class R6) is managed by William Blair Funds with $4.1M in net assets. WSMRX expense ratio is 0.94%, holding 83 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2019-05-02.

WSMRX performance shows a YTD return of 9.47%. The 1-year return is 16.95% and the 5-year return is 2.30%. WSMRX dividend yield stands at 2.46%, paid annually.

WSMRX 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 WSMRX holdings, WSMRX sectors, or WSMRX dividends.

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