William Blair Small Mid Fund Quote
| WBCIX Fund | USD 17.67 0.23 1.32% |
Performance6 of 100
| Odds Of DistressLess than 19
|
William Blair is trading at 17.67 as of the 31st of January 2025; that is 1.32 percent increase since the beginning of the trading day. The fund's open price was 17.44. 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. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalized and medium capitalized companies. It invests in a diversified portfolio of equity securities, primarily common stocks, of small cap and mid cap U.S. More on William Blair Small Mid
Moving together with William Mutual Fund
William Mutual Fund Highlights
| Fund Concentration | William Blair Funds, Large Funds, Small Blend Funds, Small Blend, William Blair (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
William Blair Small Mid [WBCIX] is traded in USA and was established 31st of January 2025. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under Small Blend category and is part of William Blair family. This fund at this time has accumulated 148.85 M in net assets with no minimum investment requirementsWilliam Blair Small is currently producing year-to-date (YTD) return of 5.15% with the current yeild of 0.0%, while the total return for the last 3 years was 7.13%.
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 Small Mid 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 Small Mid Mutual Fund Constituents
| EWBC | East West Bancorp | Stock | Financials | |
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| VIRT | Virtu Financial | Stock | Financials | |
| BJ | BJs Wholesale Club | Stock | Consumer Staples | |
| SIVB | SVB Financial Group | Stock | Financials | |
| MD | Mednax Inc | Stock | Health Care | |
| ARES | Ares Management LP | Stock | Financials | |
| OMI | Owens Minor | Stock | Health Care |
William Blair Small Risk Profiles
| Mean Deviation | 0.8246 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.2 |
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.
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