William Blair Small Fund Quote

WBVNX Fund  USD 27.93  0.33  1.20%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
William Blair is trading at 27.93 as of the 20th of March 2025; that is 1.20% increase since the beginning of the trading day. The fund's open price was 27.6. 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. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The investment seeks maximum, long-term total return, consistent with reasonable risk to principal, by investing primarily in common stocks of smaller companies measured in terms of revenues and assets and, more importantly, in terms of market capitalization. More on William Blair Small

Moving together with William Mutual Fund

  0.98VSIIX Vanguard Small CapPairCorr
  0.98VISVX Vanguard Small CapPairCorr
  1.0DFSVX Us Small CapPairCorr
  0.99DFFVX Us Targeted ValuePairCorr
  0.97UBVCX Undiscovered ManagersPairCorr
  0.97UBVAX Undiscovered ManagersPairCorr

William Mutual Fund Highlights

Thematic IdeaSmall Value Funds (View all Themes)
Fund ConcentrationSmall Value Funds, Small Value, William Blair, Large, Small Value Funds (View all Sectors)
Update Date31st of March 2025
William Blair Small [WBVNX] is traded in USA and was established 20th of March 2025. The fund is listed under Small Value category and is part of William Blair family. The entity is thematically classified as Small Value Funds. William Blair Small at this time has accumulated 1.14 B in net assets with minimum initial investment of 2.5 K. with the current yeild of 0.01%.
Check William Blair Probability Of Bankruptcy

Instrument Allocation

Top William Blair Small Mutual Fund Constituents

BDCBelden IncStockInformation Technology
CNOBConnectOne BancorpStockFinancials
LNTHLantheus HoldingsStockHealth Care
MTDRMatador ResourcesStockEnergy
OXMOxford IndustriesStockConsumer Discretionary
PRGSProgress SoftwareStockInformation Technology
TMHCTaylor Morn HomeStockConsumer Discretionary
TPHTRI Pointe HomesStockConsumer Discretionary
More Details

William Blair Small Risk Profiles

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.
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities