William Blair Small-Mid Cap Growth N (WSMNX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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William Blair Small-Mid Cap Growth N
Chicago, IL 60606
222 W Adams St
William Blair Funds
877-962-5247
Management Information
Daniel E. Crowe,Lead Manager since December 2, 2015
Dan Crowe, CFA, partner, is a portfolio manager on William Blair’s Mid Cap Growth, Small-Mid Cap Growth, and Small-Mid Cap Core strategies. Previously, he was an associate portfolio manager on the firm’s Mid Cap Growth strategy, an associate portfolio manager on the firm’s Small Cap Growth strategy, and a research analyst, where he focused on all sectors across the U.S. small-cap space. Before joining William Blair as a generalist research analyst in May 2011, Dan was a midcap portfolio manager at Pyramis Global Advisors and a portfolio manager and analyst at The Boston Company/Founders Asset Management. He began his career as a generalist analyst at Marsico Capital Management. Dan is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in mechanical engineering from the University of Illinois at Urbana-Champaign.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Growth
Fund FamilyWilliam Blair
Net Assets2.04B
YTD Return8.83%
Yield0.00%
Morningstar Rating★★★
Inception DateDec 28, 2003
Fund Operations
Last Dividend0.02
Last Cap Gain13.00
Holdings Turnover49.00%
Average for CategoryN/A
Fees & Expenses
ExpenseWSMNXCategory Average
Annual Report Expense Ratio (net)0.99%1.09%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.11%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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