William Blair Institutional Fund Quote
| WBIIX Fund | USD 14.10 0.13 0.91% |
PerformanceInsignificant
| Odds Of DistressLow
|
William Blair is trading at 14.10 as of the 23rd of March 2025; that is 0.91 percent down since the beginning of the trading day. The fund's open price was 14.23. William Blair has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. 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 Institutional
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 | 31st of March 2025 |
William Blair Institutional [WBIIX] is traded in USA and was established 23rd of March 2025. 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 2.12 B in net assets with minimum initial investment of 500 K. William Blair Instit is currently producing year-to-date (YTD) return of 2.77% with the current yeild of 0.01%, while the total return for the last 3 years was 1.15%.
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 Institutional 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 Institutional Mutual Fund Constituents
| TOELF | Tokyo Electron | Pink Sheet | Semiconductor Equipment & Materials | |
| CNR | Core Natural Resources, | Stock | Industrials | |
| TSM | Taiwan Semiconductor Manufacturing | Stock | Information Technology | |
| 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 |
William Blair Instit Risk Profiles
| Mean Deviation | 0.7949 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 | |||
| Risk Adjusted Performance | (0.06) |
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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