Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Ulta Beauty (NASDAQ:ULTA).
Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by companies of all sizes worldwide, that the Adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, at least 40% of the fund's assets will be invested in companies located outside the United States.
Market Cap
The average market capitalization across the William Blair Global Leaders I MF is 1.17T. The market cap for tickers in the group ranges from 2.18B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AIR at 2.18B.
Volume
The average weekly volume growth across all stocks in the William Blair Global Leaders I MF was 30%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 55
Price Growth Rating: 33
SMR Rating: 35
Profit Risk Rating: 23
Seasonality Score: 2 (-100 ... +100)