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WBVRX
Mutual Fund ticker: NASDAQ
AS OF
Apr 2 closing price
Price
$27.65
Change
+$0.36 (+1.32%)
Net Assets
1.18B

WBVRX William Blair Small Cap Value R6 Forecast, Technical & Fundamental Analysis

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

Category: #Small Value
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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 R6 MF is 4.27B. The market cap for tickers in the group ranges from 664.16M to 10.28B. PR holds the highest valuation in this group at 10.28B. The lowest valued company is BLMN at 664.16M.

Volume

The average weekly volume growth across all stocks in the William Blair Small Cap Value R6 MF was -28%. For the same stocks of the MF, the average monthly volume growth was -51% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 68
Price Growth Rating: 70
SMR Rating: 60
Profit Risk Rating: 49
Seasonality Score: 5 (-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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WBVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WBVRX 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 WBVRX jumps, then ASVRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBVRX
1D Price
Change %
WBVRX100%
N/A
ASVRX - WBVRX
97%
Closely correlated
N/A
DFFVX - WBVRX
94%
Closely correlated
+1.47%
DFSVX - WBVRX
93%
Closely correlated
+1.46%
VSIIX - WBVRX
91%
Closely correlated
N/A
VSIAX - WBVRX
90%
Closely correlated
N/A
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