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

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

Category: #Small Value

Interact to see
Advertisement

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 5.57B. The market cap for tickers in the group ranges from 709.74M to 16.34B. PR holds the highest valuation in this group at 16.34B. The lowest valued company is BLMN at 709.74M.

Volume

The average weekly volume growth across all stocks in the William Blair Small Cap Value R6 MF was 7%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 63%

Fundamental Analysis Ratings

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

Valuation Rating: 33

P/E Growth Rating: 29

Price Growth Rating: 46

SMR Rating: 69

Profit Risk Rating: 63

Seasonality Score: 7 (-100 ... +100)

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
TEMUX	21.66	0.29	+1.36%
Morgan Stanley Pathway Em Mkts Eq
SWMCX	16.30	0.15	+0.93%
Schwab ® US Mid-Cap Index
HILIX	27.06	0.23	+0.86%
Hartford International Value I
QKBGX	23.32	0.07	+0.30%
Federated Hermes MDT Balanced R6
DLCIX	23.02	0.05	+0.22%
Dana Large Cap Equity Institutional

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.

Ticker / NAME	Correlation To WBVRX	1D Price Change %
WBVRX	100%	N/A
ASVRX - WBVRX	97% Closely correlated	N/A
DFFVX - WBVRX	96% Closely correlated	+1.03%
DFSVX - WBVRX	95% Closely correlated	+1.07%
VISVX - WBVRX	94% Closely correlated	N/A
VSIIX - WBVRX	94% Closely correlated	N/A
More