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

(NASDAQ Mutual Funds) As of May 27, 2026 04:22 PM ET

$30.43 USD

+0.32 (1.06%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.40 80
3 months 4.69 72
6 months 8.76 79
1 Year 25.63 79
3 Year 10.69 84
5 Year 1.81 80
10 Year 10.81 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) 914.82

Load Adjusted Returns as of Apr 30, 2026

1 Year 11.31
5 Year 0.83
10 Year 10.03
Since Inception 9.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.07 NA NA NA
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 7.400.6111.5117.97-22.938.5532.3430.75-2.0628.876.73
% Total Return Rel to Index 2.25-17.60-13.51-8.27-4.72-20.1213.93-0.732.337.07-5.20
% Total Return Rel to Peer -2.78-6.68-0.411.89-3.41-10.7613.345.328.7113.27-9.21
% Perf Quintile vs Peer* 4.005.003.002.004.005.002.002.001.001.005.00
% 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%