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 87 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2019-05-02.

WSMRX performance shows a YTD return of 8.38%. The 1-year return is 11.82% and the 5-year return is 2.68%.

WSMRX top holdings include F5 Networks Inc. (2.5%), Pure Storage Inc (2.3%), Twist Bioscience Corp. (2.2%), Dynatrace Inc (2.2%), Primo Brands Corp (2.1%). 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.