William Blair Small-Mid Cap Growth Fund
Shareclass
William Blair Small-Mid Cap Growth N (WSMNX)
Type
Open-end mutual fund
Manager
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
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 Inc0.66%$9.34M
- 2. Doximity Inc Class A3.26%$45.92M
- 3. nVent Electric PLC2.12%$29.85M
- 4. Planet Fitness Inc Class A1.53%$21.51M
- 5. Parsons Corp1.61%$22.68M
- 6. Dynatrace Inc Ordinary Shares1.4%$19.67M
- 7. Ciena Corp3.01%$42.42M
- 8. Cameco Corp1.92%$27.06M
- 9. Louisiana-Pacific Corp0.69%$9.7M
- 10. Exact Sciences Corp1.13%$15.98M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. FTAI Aviation Ltd1.65%$23.31M
- 2. Talen Energy Corp Ordinary Shares New2.75%$38.75M
- 3. ACV Auctions Inc Ordinary Shares - Class A0.63%$8.83M
- 4. Mueller Industries Inc1.84%$25.86M
- 5. Primo Brands Corp Ordinary Shares - Class A1.9%$26.8M
- 6. Madrigal Pharmaceuticals Inc1.57%$22.15M
- 7. Clearwater Analytics Holdings Inc Class A1.11%$15.71M
- 8. Chemed Corp1.44%$20.22M
- 9. Globus Medical Inc Class A1.29%$18.11M
- 10. Whitecap Resources Inc1.02%$14.35M
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
Totals
Holdings
Assets
Weight
Prisons
1
$18.26M
1.3%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$58.8M
4.17%
Borders high risk
1
$24.94M
1.77%
Total
3
$58.8M
4.17%
Holdings — 3 flagged holdings
1.
The Carlyle Group Inc
:$24.94M
1.77%
2.
First Horizon Corp
:$18.26M
1.3%
3.
TransUnion
:$15.6M
1.11%
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 WSMNX
Environment
Social
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