William Blair Emerging Fund Quote
| BIEMX Fund | USD 12.88 0.02 0.16% |
Performance0 of 100
| Odds Of DistressLess than 23
|
William Blair is trading at 12.88 as of the 27th of November 2024; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 12.9. William Blair has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for William Blair Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2023 and ending today, the 27th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in emerging markets securities. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , issued by emerging market companies of all sizes, that the adviser believes have above-average growth, profitability and quality characteristics.. More on William Blair Emerging
Moving together with William Mutual Fund
William Mutual Fund Highlights
| Fund Concentration | William Blair Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, William Blair (View all Sectors) |
| Update Date | 30th of September 2024 |
William Blair Emerging [BIEMX] is traded in USA and was established 27th of November 2024. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of William Blair family. This fund currently has accumulated 778.58 M in assets under management (AUM) with no minimum investment requirementsWilliam Blair Emerging is currently producing year-to-date (YTD) return of 10.48% with the current yeild of 0.01%, while the total return for the last 3 years was -7.14%.
Check William Blair Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on William Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding William Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as William Blair Emerging Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top William Blair Emerging Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BBCA | JPMorgan BetaBuilders Canada | Etf | Miscellaneous Region | |
| NTES | NetEase | Stock | Communication Services | |
| PIAIF | Ping An Insurance | Pink Sheet | Insurance—Life | |
| SNPTF | Sunny Optical Technology | Pink Sheet | Electronic Components | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| YNDX | Yandex NV | Stock | Communication Services |
William Blair Emerging Risk Profiles
| Mean Deviation | 0.5842 | |||
| Standard Deviation | 0.7654 | |||
| Variance | 0.5858 | |||
| Risk Adjusted Performance | (0.02) |
William Blair Against Markets
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.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |