- What does WSMDX invest in?
- The Fund seeks long-term capital appreciation. Under normal conditions, the Fund 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 and medium capitalized domestic growth companies.
- What is the expense ratio of WSMDX?
- William Blair Small-Mid Cap Growth Fund;I (WSMDX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WSMDX?
- William Blair Small-Mid Cap Growth Fund;I (WSMDX) manages $1.30B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WSMDX actively managed or an index fund?
- WSMDX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WSMDX launched?
- William Blair Small-Mid Cap Growth Fund;I (WSMDX) launched in December 2003 and is managed by the fund issuer.
- How has WSMDX performed?
- WSMDX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
