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

Category SmallBlend
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 11.92B. The market cap for tickers in the group ranges from 4.86B to 25.05B. BLDR holds the highest valuation in this group at 25.05B. The lowest valued company is SKY at 4.86B.

Volume

The average weekly volume growth across all stocks in the William Blair Small-Mid Cap Core I MF was -14%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 27
Price Growth Rating: 41
SMR Rating: 44
Profit Risk Rating: 32
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
William Blair Funds222 W Adams StChicago
Phone
877-962-5247
Web
www.williamblairfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ALKS28.031.52
+5.73%
Alkermes plc
CTVA55.281.46
+2.71%
Corteva
VEV0.380.01
+1.76%
Vicinity Motor Corp
DEA13.700.07
+0.51%
Easterly Government Properties
HMST13.35-0.17
-1.26%
HomeStreet

WBCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WBCIX has been closely correlated with VSCPX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if WBCIX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBCIX
1D Price
Change %
WBCIX100%
N/A
VSCPX - WBCIX
70%
Closely correlated
+1.02%
VSMAX - WBCIX
69%
Closely correlated
+1.03%
VSCIX - WBCIX
69%
Closely correlated
+1.02%
NAESX - WBCIX
69%
Closely correlated
+1.02%
FSSNX - WBCIX
67%
Closely correlated
+1.25%