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WSMRX William Blair Small-Mid Cap Growth R6 Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
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 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 R6 MF is 11.81B. The market cap for tickers in the group ranges from 5.6B to 23.46B. AXON holds the highest valuation in this group at 23.46B. The lowest valued company is FRPT at 5.6B.

Volume

The average weekly volume growth across all stocks in the William Blair Small-Mid Cap Growth R6 MF was -21%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 71%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 51
Price Growth Rating: 45
SMR Rating: 47
Profit Risk Rating: 29
Seasonality Score: 34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WSMRX has been closely correlated with FSMAX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSMRX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSMRX
1D Price
Change %
WSMRX100%
+0.91%
FSMAX - WSMRX
98%
Closely correlated
+1.07%
TRQZX - WSMRX
74%
Closely correlated
+0.54%
RPTIX - WSMRX
73%
Closely correlated
+0.53%
RPMGX - WSMRX
73%
Closely correlated
+0.53%
PAMCX - WSMRX
73%
Closely correlated
+0.53%
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