William Blair Small Cap Growth Fund Class I (WBSIX) Research

This fund is designed to typically invest a minimum of 80% of its total assets in the stock of smaller companies. It primarily concentrates its portfolio on a broad range of equity investments, including common shares, issued by U.S.-based small-capitalization growth businesses that are projected to exhibit robust expansion qualities. For the purpose of this fund's strategy, a small-cap company is defined as one whose market value, at the point of initial investment, does not exceed that of the largest firm included in the Russell 2000® Index.

Market snapshot

Symbol
WBSIX
Price
$40.37
Day change
+2.77%
Market cap
$1.2B
52-week range
32.09-40.37
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Sustainable Adg Lg Cp Cr A (BIRAX)
  • Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX)
  • Heartland Value Fund Insti Class Shs (HNTVX)
  • Heartland Value Fund Investor Class Shs (HRTVX)
  • William Blair Small Cap Value Fund Class I (ICSCX)
  • BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
  • Hartford Schroders US MidCap Opportunities Fund (SMDIX)
  • Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX)

Open William Blair Small Cap Growth Fund Class I (WBSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.