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WBSIX William Blair Small Cap Growth I Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in stocks of small capitalized ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap U.S. growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.

Market Cap

The average market capitalization across the William Blair Small Cap Growth I MF is 12.77B. The market cap for tickers in the group ranges from 4.13B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is BCO at 4.13B.

Volume

The average weekly volume growth across all stocks in the William Blair Small Cap Growth I MF was -35%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was -35%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 41
Price Growth Rating: 52
SMR Rating: 53
Profit Risk Rating: 30
Seasonality Score: -54 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
William Blair Funds222 W Adams StChicago
Phone
877-962-5247
Web
www.williamblairfunds.com
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1D
1W
1M
1Q
6M
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WBSIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBSIX
1D Price
Change %
WBSIX100%
-0.50%
VSGAX - WBSIX
97%
Closely correlated
-0.46%
VEXPX - WBSIX
93%
Closely correlated
-0.37%
VSGIX - WBSIX
93%
Closely correlated
-0.46%
VISGX - WBSIX
93%
Closely correlated
-0.46%
VEXRX - WBSIX
93%
Closely correlated
-0.36%
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