William Blair Large Fund Annual Yield
LCGFX Fund | USD 31.44 0.20 0.64% |
William Blair Large fundamentals help investors to digest information that contributes to William Blair's financial success or failures. It also enables traders to predict the movement of WILLIAM Mutual Fund. The fundamental analysis module provides a way to measure William Blair's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to William Blair mutual fund.
WILLIAM |
William Blair Large Mutual Fund Annual Yield Analysis
William Blair's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition |
In accordance with the recently published financial statements, William Blair Large has an Annual Yield of 0.0%. This indicator is about the same for the William Blair average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
WILLIAM Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses William Blair's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of William Blair could also be used in its relative valuation, which is a method of valuing William Blair by comparing valuation metrics of similar companies.William Blair is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for William Blair
The fund invests 99.57% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.43%) .Asset allocation divides William Blair's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
WILLIAM Fundamentals
Price To Earning | 26.17 X | |||
Price To Book | 5.88 X | |||
Price To Sales | 2.43 X | |||
Total Asset | 1.05 B | |||
Year To Date Return | 25.89 % | |||
One Year Return | 33.76 % | |||
Three Year Return | 5.71 % | |||
Five Year Return | 16.95 % | |||
Ten Year Return | 16.57 % | |||
Net Asset | 1.54 B | |||
Minimum Initial Investment | 500 K | |||
Last Dividend Paid | 0.04 | |||
Cash Position Weight | 0.43 % | |||
Equity Positions Weight | 99.57 % |
About William Blair Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze William Blair Large's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of William Blair using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of William Blair Large based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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