William Blair International Fund Quote
WBIGX Fund | USD 29.10 0.13 0.45% |
Performance0 of 100
| Odds Of DistressLess than 21
|
William Blair is trading at 29.10 as of the 2nd of December 2024; that is 0.45% increase since the beginning of the trading day. The fund's open price was 28.97. William Blair has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for William Blair International are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, issued by companies of all sizes domiciled outside the U.S. that the adviser believes have above-average growth, profitability and quality characteristics. More on William Blair International
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William Mutual Fund Highlights
Fund Concentration | William Blair Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, William Blair (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
William Blair International [WBIGX] is traded in USA and was established 2nd of December 2024. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of William Blair family. This fund at this time has accumulated 1.52 B in net assets with no minimum investment requirementsWilliam Blair Intern is currently producing year-to-date (YTD) return of 3.21% with the current yeild of 0.01%, while the total return for the last 3 years was -5.9%.
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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 International 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 International Mutual Fund Constituents
TOELF | Tokyo Electron | Pink Sheet | Semiconductor Equipment & Materials | |
SU | Suncor Energy | Stock | Energy | |
AIR | AAR Corp | Stock | Industrials | |
ASML | ASML Holding NV | Stock | Information Technology | |
BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
BBCA | JPMorgan BetaBuilders Canada | Etf | Miscellaneous Region | |
MBFJF | Mitsubishi UFJ Financial | Pink Sheet | Banks—Diversified | |
NONOF | Novo Nordisk AS | Pink Sheet | Biotechnology |
William Blair Intern Risk Profiles
Mean Deviation | 0.5744 | |||
Standard Deviation | 0.7355 | |||
Variance | 0.5409 | |||
Risk Adjusted Performance | (0.05) |
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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