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WVMIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$11.49
Change
-$0.06 (-0.52%)
Net Assets
1.69M

WVMIX William Blair Mid Cap Value I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium capitalized ("mid cap") companies. For purposes of the fund, the Adviser considers a company to be a mid cap company if it has a market capitalization no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell Midcap® Index at the time of the fund's investment.

Market Cap

The average market capitalization across the William Blair Mid Cap Value I MF is 17.59B. The market cap for tickers in the group ranges from 5.29B to 36.71B. HIG holds the highest valuation in this group at 36.71B. The lowest valued company is TKR at 5.29B.

Volume

The average weekly volume growth across all stocks in the William Blair Mid Cap Value I MF was -23%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 30
Price Growth Rating: 40
SMR Rating: 59
Profit Risk Rating: 21
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
William Blair Funds222 W Adams StChicago
Phone
877-962-5247
Web
www.williamblairfunds.com
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WVMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WVMIX has been closely correlated with VMVIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if WVMIX jumps, then VMVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WVMIX
1D Price
Change %
WVMIX100%
-0.94%
VMVIX - WVMIX
97%
Closely correlated
-0.58%
VMVAX - WVMIX
97%
Closely correlated
-0.57%
MVCAX - WVMIX
97%
Closely correlated
-0.81%
JVMIX - WVMIX
84%
Closely correlated
-0.87%
JVMSX - WVMIX
83%
Closely correlated
-0.88%
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