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 84 positions across sectors including Information Technology, Industrials, Health Care. 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 2.55%, paid annually.

WSMRX 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 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.