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WVMRX William Blair Mid Cap Value R6 Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium capitalized ("mid cap") companies. For purposes of the fund, the Adviser considers a company to be a mid cap company if it has a market capitalization no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell Midcap® Index at the time of the fund's investment.

Market Cap

The average market capitalization across the William Blair Mid Cap Value R6 MF is 14.86B. The market cap for tickers in the group ranges from 6.18B to 30.64B. HIG holds the highest valuation in this group at 30.64B. The lowest valued company is TKR at 6.18B.

Volume

The average weekly volume growth across all stocks in the William Blair Mid Cap Value R6 MF was -10%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 40
Price Growth Rating: 40
SMR Rating: 56
Profit Risk Rating: 16
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WVMRX has been closely correlated with VMVAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if WVMRX jumps, then VMVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WVMRX
1D Price
Change %
WVMRX100%
-0.09%
VMVAX - WVMRX
90%
Closely correlated
-0.30%
VMVIX - WVMRX
89%
Closely correlated
-0.31%
JVMAX - WVMRX
87%
Closely correlated
-0.21%
JVMSX - WVMRX
85%
Closely correlated
-0.20%
JVMTX - WVMRX
85%
Closely correlated
-0.23%
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