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.
The average market capitalization across the William Blair Small Cap Value R6 MF is 3.09B. The market cap for tickers in the group ranges from 1.33B to 4.59B. KRG holds the highest valuation in this group at 4.59B. The lowest valued company is LZB at 1.33B.
The average weekly volume growth across all stocks in the William Blair Small Cap Value R6 MF was 119%. For the same stocks of the MF, the average monthly volume growth was -7% 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: 58
P/E Growth Rating: 53
Price Growth Rating: 48
SMR Rating: 51
Profit Risk Rating: 60
Seasonality Score: 26 (-100 ... +100)