William Blair International Fund Quote
WISIX Fund | USD 12.73 0.11 0.87% |
Performance7 of 100
| Odds Of DistressLess than 19
|
William Blair is trading at 12.73 as of the 31st of January 2025; that is 0.87 percent increase since the beginning of the trading day. The fund's open price was 12.62. 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.
The fund normally invests at least 80 percent of its net assets in stocks of small capitalization companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, issued by foreign small cap companies, that the adviser believes have above-average growth, profitability and quality characteristics. More on William Blair International
William Mutual Fund Highlights
Fund Concentration | William Blair Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, William Blair (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
William Blair International [WISIX] 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 Foreign Small/Mid Growth category and is part of William Blair family. This fund at this time has accumulated 235.36 M in net assets with minimum initial investment of 500 K. William Blair Intern is currently producing year-to-date (YTD) return of 2.85% with the current yeild of 0.02%, while the total return for the last 3 years was -2.63%.
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 International 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 International Mutual Fund Constituents
SZHIF | Shenzhou International Group | Pink Sheet | Textile Manufacturing | |
HTHT | Huazhu Group | Stock | Consumer Discretionary | |
NCTKF | Nabtesco | Pink Sheet | Specialty Industrial Machinery | |
EVO | Evotec SE ADR | Stock | Health Care | |
GLOB | Globant SA | Stock | Information Technology | |
INDT | Indus Realty Trust | Stock | Real Estate | |
INMD | InMode | Stock | Health Care | |
ROSE | Rose Hill Acquisition | Stock | Financials |
William Blair Intern Risk Profiles
Mean Deviation | 0.5454 | |||
Semi Deviation | 0.6113 | |||
Standard Deviation | 0.7369 | |||
Variance | 0.543 |
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.
Global Correlations Find global opportunities by holding instruments from different markets | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |