William Blair Mid Cap Value FundWVMRX

MUTUAL FUNDWilliam Blair
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.4M
Expense ratio
0.70%
1-year return
+9.7%
3 years, a year
+10.5%
5 years, a year
—
Holdings
56

What it aims to do.

The William Blair Mid Cap Value Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
KEX Kirby Corp2.90%
GMED Globus Medical Inc2.69%
ETR Entergy Corp2.63%
STM STMicroelectronics NV2.42%
STT State Street Corp2.34%
PSX Phillips 662.33%
TKR Timken Co/The2.28%
TOL Toll Brothers Inc2.23%
PPL PPL Corp2.19%
ESI Element Solutions Inc2.13%

More on WVMRX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.