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William Blair Mid Cap Value I (WVMIX)

10.45
-0.01
(-0.10%)
At close: 8:07:22 AM EDT
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  • Previous Close 10.46
  • YTD Return -1.07%
  • Expense Ratio 0.75%
  • Category Mid-Cap Value
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.66M
  • Beta (5Y Monthly) 1.01
  • Yield 1.23%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.14
  • Inception Date Mar 15, 2022

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium capitalized ("mid cap") companies. For purposes of the fund, the Adviser considers a company to be a mid cap company if it has a market capitalization no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell Midcap® Index at the time of the fund's investment.

William Blair

Fund Family

Mid-Cap Value

Fund Category

1.66M

Net Assets

2022-03-15

Inception Date

Performance Overview: WVMIX

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Trailing returns as of 4/15/2025. Category is Mid-Cap Value.

YTD Return

WVMIX
1.07%
Category
21.28%
 

1-Year Return

WVMIX
1.23%
Category
55.83%
 

3-Year Return

WVMIX
3.92%
Category
11.08%
 

5-Year Return

WVMIX
0.00%
Category
11.93%
 

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Holdings: WVMIX

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Sector Weightings

SectorWVMIX
Industrials   19.01%
Technology   16.34%
Healthcare   9.26%
Real Estate   8.93%
Utilities   6.21%
Energy   4.57%

Recent News: WVMIX

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Research Reports: WVMIX

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