William Blair Global Fund Quote
| WGGNX Fund | USD 15.58 0.16 1.02% |
Performance4 of 100
| Odds Of DistressLess than 21
|
William Blair is trading at 15.58 as of the 19th of April 2024; that is -1.02 percent decrease since the beginning of the trading day. The fund's open price was 15.74. William Blair has about a 21 % 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. Equity ratings for William Blair Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of February 2024 and ending today, the 19th of April 2024. Click here to learn more.
Under normal market conditions, the fund 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 worldwide, that the Adviser believes have above-average growth, profitability and quality characteristics. More on William Blair Global
Moving together with William Mutual Fund
| 0.86 | WRCGX | William Blair China | PairCorr |
| 0.87 | WSMDX | William Blair Small | PairCorr |
| 0.87 | WSMRX | William Blair Small | PairCorr |
| 0.87 | WSMNX | William Blair Small | PairCorr |
| 0.83 | WBCIX | William Blair Small | PairCorr |
| 0.83 | WBCRX | William Blair Small | PairCorr |
| 0.89 | WBELX | William Blair Emerging | PairCorr |
William Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. William Blair's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding William Blair or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | William Blair Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, William Blair, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
William Blair Global [WGGNX] is traded in USA and was established 19th of April 2024. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of William Blair family. This fund at this time has accumulated 104.73 M in net assets with minimum initial investment of 2.5 K. William Blair Global is currently producing year-to-date (YTD) return of 4.21%, while the total return for the last 3 years was -0.68%.
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 Global 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 Global Mutual Fund Constituents
| EL | Estee Lauder Companies | Stock | Consumer Staples |
| UNP | Union Pacific | Stock | Industrials |
| HD | Home Depot | Stock | Consumer Discretionary |
| GS | Goldman Sachs Group | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
| ROP | Roper Technologies Common | Stock | Industrials |
William Blair Target Price Odds Analysis
Based on a normal probability distribution, the odds of William Blair jumping above the current price in 90 days from now is about 80.51%. The William Blair Global probability density function shows the probability of William Blair mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon William Blair Global has a beta of -0.3252. This entails as returns on the benchmark increase, returns on holding William Blair are expected to decrease at a much lower rate. During a bear market, however, William Blair Global is likely to outperform the market. Additionally, william Blair Global has an alpha of 0.0858, implying that it can generate a 0.0858 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of William Blair to move above the current price in 90 days from now is about 80.51 (This William Blair Global probability density function shows the probability of William Mutual Fund to fall within a particular range of prices over 90 days) .
William Blair Global Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. William Blair market risk premium is the additional return an investor will receive from holding William Blair long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in William Blair. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although William Blair's alpha and beta are two of the key measurements used to evaluate William Blair's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6072 | |||
| Semi Deviation | 0.6921 | |||
| Standard Deviation | 0.7849 | |||
| Variance | 0.616 |
William Blair Against Markets
Picking the right benchmark for William Blair mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in William Blair mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for William Blair is critical whether you are bullish or bearish towards William Blair Global at a given time. Please also check how William Blair's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in William Blair without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Pattern RecognitionUse different Pattern Recognition models to time the market across multiple global exchanges |
| All Next | Launch Module |
How to buy William Mutual Fund?
Before investing in William Blair, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in William Blair. To buy William Blair fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of William Blair. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase William Blair fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located William Blair Global fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased William Blair Global fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as William Blair Global, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in William Blair Global?
The danger of trading William Blair Global is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of William Blair is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than William Blair. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile William Blair Global is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in William Blair Global. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.