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BGFIX William Blair Growth I Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Advanced Micro Devices (NASDAQ:AMD), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG), Palo Alto Networks (NASDAQ:PANW).

Industry description

The investment seeks long-term capital appreciation. The fund 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 U.S. growth companies of all sizes that are expected to exhibit quality growth characteristics. It invests primarily in equity securities issued by companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell 3000® Index.

Market Cap

The average market capitalization across the William Blair Growth I MF is 1.22T. The market cap for tickers in the group ranges from 90.22B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is PANW at 90.22B.

Volume

The average weekly volume growth across all stocks in the William Blair Growth I MF was 57%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 66
Price Growth Rating: 28
SMR Rating: 38
Profit Risk Rating: 15
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
William Blair Funds222 W Adams StChicago
Phone
877-962-5247
Web
www.williamblairfunds.com
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BGFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BGFIX has been closely correlated with RGABX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BGFIX jumps, then RGABX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BGFIX
1D Price
Change %
BGFIX100%
-1.91%
RGABX - BGFIX
95%
Closely correlated
-1.66%
GFFFX - BGFIX
95%
Closely correlated
-1.64%
AGTHX - BGFIX
95%
Closely correlated
-1.65%
RGACX - BGFIX
95%
Closely correlated
-1.66%
RGAAX - BGFIX
95%
Closely correlated
-1.66%
More