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WGFIX William Blair Global Leaders I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), 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 1.1T. The market cap for tickers in the group ranges from 2.37B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AIR at 2.37B.

Volume

The average weekly volume growth across all stocks in the William Blair Global Leaders I MF was -14%. For the same stocks of the MF, the average monthly volume growth was 32% 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: 65
P/E Growth Rating: 52
Price Growth Rating: 48
SMR Rating: 37
Profit Risk Rating: 30
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
William Blair Funds222 W Adams StChicago
Phone
877-962-5247
Web
www.williamblairfunds.com
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WGFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WGFIX has been closely correlated with NPFCX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if WGFIX jumps, then NPFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WGFIX
1D Price
Change %
WGFIX100%
-0.86%
NPFCX - WGFIX
96%
Closely correlated
-0.78%
ANWPX - WGFIX
95%
Closely correlated
-0.78%
RNPAX - WGFIX
95%
Closely correlated
-0.78%
RPEBX - WGFIX
95%
Closely correlated
-0.79%
RNPHX - WGFIX
95%
Closely correlated
-0.79%
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