Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, 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”) and medium capitalized (“mid cap”) companies. The fund may invest in equity securities listed on a national securities exchange or traded in the over‑the‑counter markets.
Market Cap
The average market capitalization across the William Blair Small-Mid Cap Value I MF is 8.16B. The market cap for tickers in the group ranges from 2.07B to 19.22B. CHKP holds the highest valuation in this group at 19.22B. The lowest valued company is VRNT at 2.07B.
Volume
The average weekly volume growth across all stocks in the William Blair Small-Mid Cap Value I MF was -33%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 53
Price Growth Rating: 52
SMR Rating: 50
Profit Risk Rating: 40
Seasonality Score: 43 (-100 ... +100)