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

The investment seeks long-term capital appreciation... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

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 7.49B. The market cap for tickers in the group ranges from 1.24B to 14.55B. HST holds the highest valuation in this group at 14.55B. The lowest valued company is VRNT at 1.24B.

Volume

The average weekly volume growth across all stocks in the William Blair Small-Mid Cap Value I MF was -18%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 278%

Fundamental Analysis Ratings

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

Valuation Rating: 28

P/E Growth Rating: 40

Price Growth Rating: 56

SMR Rating: 59

Profit Risk Rating: 64

Seasonality Score: -5 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
IJMSX	15.42	N/A	N/A
VY® JPMorgan Mid Cap Value S
DLBMX	19.28	N/A	N/A
MassMutual Small Cap Opps A
RTNAX	16.12	N/A	N/A
Russell Inv Tax-Managed Intl Eq A
RYRCX	42.61	N/A	N/A
Rydex Retailing C
IUEFX	34.00	N/A	N/A
JPMorgan International Focus R5

ISMVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ISMVX has been closely correlated with UBVVX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if ISMVX jumps, then UBVVX could also see price increases.

Ticker / NAME	Correlation To ISMVX	1D Price Change %
ISMVX	100%	N/A
UBVVX - ISMVX	97% Closely correlated	N/A
VISVX - ISMVX	96% Closely correlated	N/A
VSIIX - ISMVX	95% Closely correlated	N/A
VSIAX - ISMVX	95% Closely correlated	N/A
DFFVX - ISMVX	94% Closely correlated	+0.19%
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