William Blair Growth Fund Quote
| BGFIX Fund | USD 15.98 0.07 0.44% |
Performance15 of 100
| Odds Of DistressLess than 17
|
William Blair is trading at 15.98 as of the 1st of December 2024; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 15.91. William Blair has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for William Blair Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , of U.S. growth companies of all sizes that are expected to exhibit quality growth characteristics. It invests primarily in equity securities issued by companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell 3000 Index.. More on William Blair Growth
Moving together with William Mutual Fund
| 0.96 | WSMDX | William Blair Small | PairCorr |
| 0.96 | WSMRX | William Blair Small | PairCorr |
| 0.96 | WSMNX | William Blair Small | PairCorr |
| 0.95 | WBCIX | William Blair Small | PairCorr |
| 0.95 | WBCRX | William Blair Small | PairCorr |
Moving against William Mutual Fund
William Mutual Fund Highlights
| Fund Concentration | William Blair Funds, Large Growth Funds, Large Growth, William Blair (View all Sectors) |
| Update Date | 30th of September 2024 |
William Blair Growth [BGFIX] is traded in USA and was established 1st of December 2024. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under Large Growth category and is part of William Blair family. This fund currently has accumulated 359.54 M in assets under management (AUM) with minimum initial investment of 500 K. William Blair Growth is currently producing year-to-date (YTD) return of 23.57%, while the total return for the last 3 years was 5.86%.
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 Growth 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 Growth Mutual Fund Constituents
| PGR | Progressive Corp | Stock | Financials | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| IWF | iShares Russell 1000 | Etf | Large Growth | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
William Blair Growth Risk Profiles
| Mean Deviation | 0.7073 | |||
| Semi Deviation | 0.9173 | |||
| Standard Deviation | 0.9774 | |||
| Variance | 0.9554 |
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.
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