William Blair Financial Statements From 2010 to 2025
| WBSRX Fund | USD 31.82 0.48 1.49% |
Check William Blair financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among William Blair's main balance sheet or income statement drivers, such as , as well as many indicators such as . William financial statements analysis is a perfect complement when working with William Blair Valuation or Volatility modules.
William |
William Blair Small Mutual Fund Net Asset Analysis
William Blair's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current William Blair Net Asset | 440.51 M |
Most of William Blair's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, William Blair Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, William Blair Small has a Net Asset of 440.51 M. This is much higher than that of the William Blair family and significantly higher than that of the Small Growth category. The net asset for all United States funds is notably lower than that of the firm.
William Blair Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining William Blair's current stock value. Our valuation model uses many indicators to compare William Blair value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across William Blair competition to find correlations between indicators driving William Blair's intrinsic value. More Info.William Blair Small is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 1.78 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the William Blair's earnings, one of the primary drivers of an investment's value.About William Blair Financial Statements
William Blair investors use historical fundamental indicators, such as William Blair's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in William Blair. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in stocks of small capitalized companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap U.S. growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000 Index at the time of the funds investment.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Stocks Directory Find actively traded stocks across global markets | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |