WBCIX William Blair Small-Mid Cap Core I Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend

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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. It invests in a diversified portfolio of equity securities, primarily common stocks, of small cap and mid cap U.S. companies that the Adviser deems to be of high quality but undervalued by the marketplace.

Market Cap

The average market capitalization across the William Blair Small-Mid Cap Core I MF is 13.2B. The market cap for tickers in the group ranges from 3.93B to 44.09B. AXON holds the highest valuation in this group at 44.09B. The lowest valued company is BFAM at 3.93B.

Volume

The average weekly volume growth across all stocks in the William Blair Small-Mid Cap Core I MF was -2%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 62

P/E Growth Rating: 39

Price Growth Rating: 53

SMR Rating: 53

Profit Risk Rating: 69

Seasonality Score: 31 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

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WBCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WBCIX has been closely correlated with DFSTX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if WBCIX jumps, then DFSTX could also see price increases.

Ticker / NAME	Correlation To WBCIX	1D Price Change %
WBCIX	100%	N/A
DFSTX - WBCIX	96% Closely correlated	-0.54%
VSCPX - WBCIX	95% Closely correlated	N/A
VSMAX - WBCIX	95% Closely correlated	N/A
VSCIX - WBCIX	95% Closely correlated	N/A
NAESX - WBCIX	95% Closely correlated	N/A
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