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William Blair Small Cap Growth Fund Class I (WBSIX)

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35.95 -0.85    -2.31%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  William Blair
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 565.24M
William Blair Small Cap Growth I 35.95 -0.85 -2.31%

William Blair Small Cap Growth Fund Class I Overview

 
Find basic information about the William Blair Small Cap Growth Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WBSIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US0930014859)
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Rating
1-Year Change15.91%
Prev. Close36.8
Risk Rating
TTM Yield0%
ROE4.75%
IssuerWilliam Blair
Turnover29%
ROA0.15%
Inception Date36521
Total Assets565.24M
Expenses0.99%
Min. Investment500,000
Market Cap4.3B
CategorySmall Growth
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Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1194 1042 1194 1092 1714 2988
Fund Return 19.36% 4.22% 19.36% 2.96% 11.38% 11.57%
Place in category 123 92 123 41 61 40
% in Category 21 21 21 11 15 13

Top Equity Funds by William Blair

  Name Rating Total Assets YTD% 3Y% 10Y%
  William Blair Large Cap Growth I 2.08B 26.08 6.16 15.79
  William Blair Small-Mid Cap Gr I 1.28B 11.51 0.45 10.39
  William Blair International Growt 1.03B 2.38 -5.40 5.15
  William Blair Instl International G 916.15M 2.41 -5.42 5.28
  William Blair Emerging Mkts Growth 618.87M 10.71 -6.54 4.50

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.94B 10.37 0.56 10.22
  Vanguard Small Cap Growth Index Adm 14.63B 16.49 0.42 9.09
  Neuberger Berman Genesis R6 4.81B 9.31 0.84 9.80
  T. Rowe Price Instl Small-Cap Stock 4.64B 11.75 0.25 9.78
  T. Rowe Price QM US Small-Cap Gr Eq 4.72B 13.06 2.15 -

Top Holdings

Name ISIN Weight % Last Change %
  Casella US1474481041 2.51 106.95 +1.83%
  BWX Tech US05605H1005 1.93 111.46 -12.68%
  ACV Auctions US00091G1040 1.81 21.11 -1.31%
Doximity Inc Class A - 1.72 - -
  Vertex US92538J1060 1.71 57.79 +0.61%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Sell BUY
Summary Strong Sell Sell Buy
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