William Blair is trading at 31.49 as of the 24th of November 2024; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 31.44. William Blair has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for William Blair Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of May 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in stocks of large capitalized companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments , of large cap U.S. growth companies that are expected to exhibit quality growth characteristics. More on William Blair Large
William Blair Large [LCGJX] is traded in USA and was established 24th of November 2024. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under Large Growth category and is part of William Blair family. This fund now has accumulated 332.9 M in assets with no minimum investment requirementsWilliam Blair Large is currently producing year-to-date (YTD) return of 27.8%, while the total return for the last 3 years was 6.52%.
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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 Large 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.
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.