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WBVNX William Blair Small Cap Value N Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, 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”) companies. For purposes of the fund, the Adviser 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 its investment.

Market Cap

The average market capitalization across the William Blair Small Cap Value N MF is 4.71B. The market cap for tickers in the group ranges from 1.12B to 10.28B. PR holds the highest valuation in this group at 10.28B. The lowest valued company is BLMN at 1.12B.

Volume

The average weekly volume growth across all stocks in the William Blair Small Cap Value N MF was -36%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 57
Price Growth Rating: 55
SMR Rating: 60
Profit Risk Rating: 45
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Advisors' Inner Circle (ICM)P. O. Box 219009Kansas City
Phone
N/A
Web
www.icomd.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
UAA9.940.09
+0.91%
Under Armour
BJRI35.81-0.56
-1.54%
BJ's Restaurants
OXSQ2.70-0.06
-2.35%
Oxford Square Capital Corp
IPA0.44-0.02
-3.35%
ImmunoPrecise Antibodies Ltd
TER102.58-3.94
-3.70%
Teradyne

WBVNX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBVNX
1D Price
Change %
WBVNX100%
-0.81%
ASVRX - WBVNX
97%
Closely correlated
-0.71%
SSGSX - WBVNX
83%
Closely correlated
-1.01%
VSCAX - WBVNX
81%
Closely correlated
-1.69%
WCMJX - WBVNX
65%
Loosely correlated
-1.13%
WCMFX - WBVNX
65%
Loosely correlated
-1.19%
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