William Blair Small-Mid Cap Growth Fund Class N

Frequently Asked Questions About WSMNX

What does WSMNX invest in?

This investment fund is designed to deliver substantial growth in capital over an extended period. Typically, it allocates at least 80% of its total net assets—including any funds acquired through borrowing for investment purposes—to equity holdings of companies with small and medium market capitalizations. The portfolio primarily consists of a diverse collection of equity-based instruments, such as common shares and other securities convertible into common stock, focusing on U.S.-based small- and mid-cap growth companies that are expected to demonstrate robust growth potential.

What is the expense ratio of WSMNX?

William Blair Small-Mid Cap Growth Fund Class N (WSMNX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WSMNX?

William Blair Small-Mid Cap Growth Fund Class N (WSMNX) manages $1.32B 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 WSMNX actively managed or an index fund?

WSMNX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WSMNX launched?

William Blair Small-Mid Cap Growth Fund Class N (WSMNX) launched in December 2003 and is managed by the fund issuer.

How has WSMNX performed?

WSMNX'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.