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William Blair Small-mid Cap Growth Fund Class I: (MF: WSMDX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:23 PM ET

$27.26 USD

+0.11 (0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.80 85
3 months 1.52 86
6 months 6.05 77
1 Year 7.47 87
3 Year 8.13 82
5 Year 1.50 82
10 Year 11.32 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.71
Bull Market (2/09 - 3/21) 869.35

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.61
5 Year 2.06
10 Year 9.94
Since Inception 10.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.48 5.76 5.56 1.81
2024 8.90 -6.94 8.79 1.14
2023 5.40 6.07 -6.14 12.42
2022 -9.47 -21.03 -1.04 8.94
2021 4.04 3.96 -1.18 1.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.800.6111.5117.97-22.938.5532.3430.75-2.0628.876.73
% Total Return Rel to Index 1.13-17.60-13.51-8.27-4.72-20.1213.93-0.732.337.07-5.20
% Total Return Rel to Peer -2.05-6.68-0.411.89-3.41-10.7613.345.328.7113.27-9.21
% Perf Quintile vs Peer* 5.005.000.002.004.005.002.002.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.773.492.230.863.230.581.921.961.300.53
Expense Ratio 0.000.990.991.031.101.101.101.101.101.101.10

* 1 = Top 20%, 5 = Bottom 20%