MENU
+Compare
WBSRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$38.65
Change
-$1.46 (-3.64%)
Net Assets
955.78M

WBSRX William Blair Small Cap Growth R6 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 R6 MF is 12.95B. 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 R6 MF was -45%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -64%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 51
Price Growth Rating: 51
SMR Rating: 53
Profit Risk Rating: 35
Seasonality Score: -2 (-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 %
DFCF41.64-0.03
-0.07%
Dimensional Core Fixed Income ETF
QGRW51.32-0.18
-0.35%
WisdomTree U.S. Quality Growth ETF
REVS25.66-0.11
-0.43%
Columbia Research Enhanced Value ETF
MRSK33.74-0.19
-0.56%
Toews Agility Managed Risk ETF
IPPP10.22-0.10
-0.92%
Preferred-Plus ETF

WBSRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBSRX
1D Price
Change %
WBSRX100%
-1.01%
WCMLX - WBSRX
97%
Closely correlated
-1.03%
WCMNX - WBSRX
97%
Closely correlated
-1.05%
VEXPX - WBSRX
93%
Closely correlated
-1.01%
VSGIX - WBSRX
93%
Closely correlated
-1.02%
VISGX - WBSRX
93%
Closely correlated
-1.02%
More