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

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

Category: #Small Growth
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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 7.99B. The market cap for tickers in the group ranges from 2.05B to 12.99B. BWA holds the highest valuation in this group at 12.99B. The lowest valued company is VCEL at 2.05B.

Volume

The average weekly volume growth across all stocks in the William Blair Small Cap Growth I MF was 82%. For the same stocks of the MF, the average monthly volume growth was 97% and the average quarterly volume growth was -70%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 58
Price Growth Rating: 52
SMR Rating: 63
Profit Risk Rating: 68
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
William Blair Funds222 W Adams StChicago
Phone
877-962-5247
Web
www.williamblairfunds.com
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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 WCMLX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if WBSIX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBSIX
1D Price
Change %
WBSIX100%
N/A
WCMLX - WBSIX
91%
Closely correlated
N/A
WCMNX - WBSIX
91%
Closely correlated
N/A
NRGEX - WBSIX
-1%
Poorly correlated
N/A
NRGSX - WBSIX
-1%
Poorly correlated
N/A
VISGX - WBSIX
-13%
Poorly correlated
N/A
More
William Blair Small Cap Growth I (WBSIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com