William Blair Small-Mid Cap Growth Fund - William Blair
Shareclass
William Blair Small-Mid Cap Growth Fund Class I (WSMDX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund William Blair Small-Mid Cap Growth Fund - William Blair
FUND COVERAGE
# of holdings73
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novanta Inc0.78%$9.8M
- 2. Doximity Inc1.94%$24.34M
- 3. nVent Electric PLC1.43%$17.94M
- 4. Halozyme Therapeutics Inc0.93%$11.72M
- 5. Planet Fitness Inc1.58%$19.83M
- 6. Parsons Corp1.19%$14.92M
- 7. Dynatrace Inc1.24%$15.53M
- 8. Ciena Corp2.5%$31.32M
- 9. F5 Inc1.3%$16.25M
- 10. Cameco Corp1.74%$21.81M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Talen Energy Corp2.2%$27.55M
- 2. ACV Auctions Inc0.5%$6.3M
- 3. Mueller Industries Inc2.07%$25.91M
- 4. Madrigal Pharmaceuticals Inc1.98%$24.87M
- 5. Primo Brands Corp1.66%$20.77M
- 6. Clearwater Analytics Holdings Inc1.13%$14.2M
- 7. Chemed Corp1.36%$17.06M
- 8. Globus Medical Inc2.15%$27.02M
- 9. Reliance Inc0.98%$12.33M
- 10. WillScot Holdings Corp0.61%$7.71M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund William Blair Small-Mid Cap Growth Fund - William Blair
Totals
Holdings
Assets
Weight
Prisons
2.0
$30.5M
2.43%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$51.25M
4.09%
Borders high risk
1.0
$20.75M
1.65%
Total
3.0
$51.25M
4.09%
Holdings — 3 flagged holdings
1.
Carlyle Group Inc/The
:$20.75M
1.65%
2.
First Horizon Corp
:$19.72M
1.57%
3.
TransUnion
:$10.78M
0.86%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
William Blair Small-Mid Cap Growth Fund - William Blair WSMDX
Environment
Social
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