Industry description
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 equity securities of small capitalized (“small cap”) companies. For purposes of the fund, the Adviser considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company, included in the Russell 2000® Index at the time of its investment.
Market Cap
The average market capitalization across the William Blair Small Cap Value I MF is 4.66B. The market cap for tickers in the group ranges from 1.46B to 10.28B. PR holds the highest valuation in this group at 10.28B. The lowest valued company is BLMN at 1.46B.
Volume
The average weekly volume growth across all stocks in the William Blair Small Cap Value I MF was 4%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was -14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 44
Price Growth Rating: 53
SMR Rating: 58
Profit Risk Rating: 45
Seasonality Score: -35 (-100 ... +100)