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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 4.63B. The market cap for tickers in the group ranges from 1.6B to 10.28B. PR holds the highest valuation in this group at 10.28B. The lowest valued company is LZB at 1.6B.

Volume

The average weekly volume growth across all stocks in the William Blair Small Cap Value N MF was 6%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 37
Price Growth Rating: 50
SMR Rating: 58
Profit Risk Rating: 50
Seasonality Score: -8 (-100 ... +100)
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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
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WBVNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WBVNX has been loosely correlated with DFFVX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if WBVNX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBVNX
1D Price
Change %
WBVNX100%
N/A
DFFVX - WBVNX
66%
Loosely correlated
+1.63%
WCMJX - WBVNX
65%
Loosely correlated
+1.27%
WCMFX - WBVNX
65%
Loosely correlated
+1.26%
DFSVX - WBVNX
64%
Loosely correlated
+1.74%
VSIIX - WBVNX
62%
Loosely correlated
+1.22%
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