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WSMDX Mutual Fund Price & Analysis

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of small cap and mid cap domestic growth companies that are expected to exhibit quality growth characteristics.

WSMDX Mutual Fund Chart & Stats

WSMDX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Primo Brands Corporation
3.39%
Stride, Inc.
2.50%
Chemed
2.43%
Bright Horizons
2.40%
Manhattan Associates
2.36%
The Carlyle Group Lp
2.28%
Dynatrace
2.26%
Talen Energy Corp
2.26%
Everest Group, Ltd.
2.16%
Doximity, Inc.
1.97%
Total23.99%

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