Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

William Blair Small Cap Growth Fund Class I (WBSIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
40.59 -0.11    -0.27%
27/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 557.86M
Type:  Fund
Market:  United States
Asset Class:  Equity
William Blair Small Cap Growth I 40.59 -0.11 -0.27%

WBSIX Overview

 
Find basic information about the William Blair Small Cap Growth Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WBSIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change36.21%
Prev. Close40.7
Risk Rating
TTM Yield0%
ROE5.18%
IssuerN/A
Turnover29%
ROA0.66%
Inception Date36521
Total Assets557.86M
Expenses0.99%
Min. Investment500,000
Market Cap3.8B
CategorySmall Growth
What is your sentiment on William Blair Small Cap Growth I?
or
Vote to see community's results!

William Blair Small Cap Growth Fund Class I Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 974 1327 965 1692 2831
Fund Return 11.21% -2.6% 32.75% -1.17% 11.09% 10.97%
Place in category 251 496 323 156 115 65
% in Category 42 82 53 34 27 19

Top Equity Funds by William Blair

  Name Rating Total Assets YTD% 3Y% 10Y%
  William Blair Large Cap Growth I 2.1B 21.79 5.59 15.60
  William Blair Small-Mid Cap Gr I 1.34B 8.52 -1.94 10.41
  William Blair International Growt 1.03B 4.67 -5.52 5.20
  William Blair Instl International G 950.35M 4.72 -5.47 5.34
  William Blair Emerging Mkts Growth 599.59M 11.75 -6.76 4.15

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.22B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.95B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.89B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  Brinks US1096961040 2.48 96.21 -0.62%
  BWX Tech US05605H1005 2.46 130.45 -1.44%
  Casella US1474481041 2.29 112.28 +0.70%
  Champion Homes US8308301055 1.89 103.73 +0.27%
Doximity Inc Class A - 1.85 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

WBSIX Comments

Write your thoughts about William Blair Small Cap Growth Fund Class I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email