+Compare
WBSIX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
755.07M

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 5.2B. The market cap for tickers in the group ranges from 2.86B to 10.12B. ELF holds the highest valuation in this group at 10.12B. The lowest valued company is AIN at 2.86B.

Volume

The average weekly volume growth across all stocks in the William Blair Small Cap Growth I MF was 56%. For the same stocks of the MF, the average monthly volume growth was 52% and the average quarterly volume growth was 74%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 55
Price Growth Rating: 48
SMR Rating: 67
Profit Risk Rating: 52
Seasonality Score: -45 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EWG30.200.49
+1.65%
iShares MSCI Germany ETF
MCH18.660.23
+1.27%
Matthews China Active ETF
VPV10.150.01
+0.10%
Invesco Pennsylvania Value Municipal Income Trust
XTWO49.02-0.02
-0.04%
BondBloxx Bloomberg Two YrTrgDurUSTrsETF
UVIX11.15-0.47
-4.04%
2x Long VIX Futures ETF

WBSIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WBSIX has been closely correlated with VEXRX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if WBSIX jumps, then VEXRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBSIX
1D Price
Change %
WBSIX100%
+1.34%
VEXRX - WBSIX
92%
Closely correlated
+1.17%
VEXPX - WBSIX
92%
Closely correlated
+1.18%
VSGIX - WBSIX
92%
Closely correlated
+1.74%
VSGAX - WBSIX
92%
Closely correlated
+1.73%
VISGX - WBSIX
91%
Closely correlated
+1.74%
More