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WSMDX William Blair Small-Mid Cap Growth I Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Guardant Health (NASDAQ:GH), Lattice Semiconductor Corp (NASDAQ:LSCC).

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 stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of small cap and mid cap U.S. growth companies that are expected to exhibit quality growth characteristics.

Market Cap

The average market capitalization across the William Blair Small-Mid Cap Growth I MF is 17.4B. The market cap for tickers in the group ranges from 1.8B to 36.08B. P holds the highest valuation in this group at 36.08B. The lowest valued company is TLN at 1.8B.

Volume

The average weekly volume growth across all stocks in the William Blair Small-Mid Cap Growth I MF was -12%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was -47%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 43
Price Growth Rating: 47
SMR Rating: 59
Profit Risk Rating: 56
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Details
Category
Mid-Cap Growth
Address
William Blair Funds222 W Adams StChicago
Phone
877-962-5247
Web
www.williamblairfunds.com
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WSMDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WSMDX has been closely correlated with FSMAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSMDX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSMDX
1D Price
Change %
WSMDX100%
+0.83%
FSMAX - WSMDX
94%
Closely correlated
N/A
VMGIX - WSMDX
90%
Closely correlated
+0.81%
VMGMX - WSMDX
90%
Closely correlated
+0.82%
PEMGX - WSMDX
80%
Closely correlated
+0.82%
PMBJX - WSMDX
77%
Closely correlated
+0.81%
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