William Blair Financials
WGFIX Fund | USD 16.96 0.05 0.29% |
William |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
William Blair Fund Summary
William Blair competes with Lord Abbett, Jhancock Diversified, Guggenheim Diversified, Huber Capital, and Delaware Limited-term. Under normal market conditions, the fund invests at least 80 percent of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , 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 percent of the funds assets will be invested in companies located outside the United States.Specialization | World Large-Stock Growth, Large Growth |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | William Blair Funds |
Mutual Fund Family | William Blair |
Mutual Fund Category | World Large-Stock Growth |
Benchmark | Dow Jones Industrial |
Phone | 800 635 2886 |
Currency | USD - US Dollar |
William Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining William Blair's current stock value. Our valuation model uses many indicators to compare William Blair value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across William Blair competition to find correlations between indicators driving William Blair's intrinsic value. More Info.William Blair Global is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for William Blair Global is roughly 7.38 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the William Blair's earnings, one of the primary drivers of an investment's value.William Blair Global Systematic Risk
William Blair's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. William Blair volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on William Blair Global correlated with the market. If Beta is less than 0 William Blair generally moves in the opposite direction as compared to the market. If William Blair Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one William Blair Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of William Blair is generally in the same direction as the market. If Beta > 1 William Blair moves generally in the same direction as, but more than the movement of the benchmark.
William Blair November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of William Blair help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of William Blair Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of William Blair Global based on widely used predictive technical indicators. In general, we focus on analyzing William Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build William Blair's daily price indicators and compare them against related drivers.
Downside Deviation | 0.9495 | |||
Information Ratio | (0.12) | |||
Maximum Drawdown | 4.05 | |||
Value At Risk | (1.48) | |||
Potential Upside | 1.26 |
Other Information on Investing in William Mutual Fund
William Blair financial ratios help investors to determine whether William Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in William with respect to the benefits of owning William Blair security.
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
Global Correlations Find global opportunities by holding instruments from different markets | |
Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |