ISMVX William Blair Small-Mid Cap Value I Forecast, Technical & Fundamental Analysis

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.

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.

The average weekly volume growth across all stocks in the William Blair Small-Mid Cap Value I MF was 4%. For the same stocks of the MF, the average monthly volume growth was 103% and the average quarterly volume growth was -42%