Dow Up 0.08% Nasdaq Down 0.30%

William Blair Small-Mid Cap Gr I (WSMDX)

19.87 Down 0.11(0.55%) Sep 19
Prev Close:19.98
YTD Return*:3.52%
Net Assets*:735.52M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WSMDX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JCOM2.509.12
SRCL2.402.79
SIX2.101.06
RHI2.0322.48
AMG1.98-2.64

Fund Basics

Morningstar Overall Rating:
Total Assets:735.52M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:3.52%
5y Avg Return:17.87%
Rank in Category (ytd):73
% Rank in Category (ytd):9.57%
Beta (3y):1.19
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of small cap and mid cap domestic growth companies that are expected to exhibit quality growth characteristics. View More
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