William Blair China Fund Quote
| WICGX Fund | USD 5.29 0.12 2.32% |
Performance8 of 100
| Odds Of DistressLess than 20
|
William Blair is trading at 5.29 as of the 24th of November 2024; that is 2.32 percent increase since the beginning of the trading day. The fund's open price was 5.17. William Blair has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for William Blair China are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of companies with their principal office in the Peoples Republic of China . The PRC shall include mainland China, Hong Kong and Macau but exclude Taiwan. The fund invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments , of companies of all sizes that the adviser believes have above-average growth, profitability and quality characteristics. More on William Blair China
Moving together with William Mutual Fund
William Mutual Fund Highlights
| Fund Concentration | William Blair Funds, Large Growth Funds, China Region Funds, China Region, William Blair (View all Sectors) |
| Update Date | 30th of September 2024 |
William Blair China [WICGX] 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 China Region category and is part of William Blair family. William Blair China at this time has accumulated 1.85 M in net assets with minimum initial investment of 500 K. with the current yeild of 0.0%.
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 China 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.
William Blair China Risk Profiles
| Mean Deviation | 1.34 | |||
| Semi Deviation | 1.36 | |||
| Standard Deviation | 1.94 | |||
| Variance | 3.75 |
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.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |