WBSNX Rating, Research - William Blair Small Cap Growth N

William Blair Small Cap Growth N (wbsnx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 31

Threats + Weaknesses = 16

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wbsnx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

William Blair Small Cap Growth N (WBSNX) Description: WBSNX is a mutual fund, which is an investment that owns a basket of assets. The WBSNX mutual fund was provided by William Blair and this investment vehicle derives the majority of its value from equity holdings (stocks). William Blairs mutual fund has a long management tenure and is in the average fund size classification. WBSNXs minimum initial investment amount is $5000 while the IRA minimum is $3000. WBSNXs expense ratio is roughly 2%. The latest WBSNXs front end load was 0% and the back end load was 0%. The William Blair Small Cap Growth N (WBSNX) mutual fund falls under the small growth category. WBSNX focuses its investments in USA and WBSNX is not affiliated with a particular industry or fund sector. The William Blair Small Cap Growth N (WBSNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WBSNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WBSNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests assets primarily in common stocks (see stock research). It normally invests at least 80% of assets in securities of companies with small market capitalizations which is similar to the market capitalization of companies in the Russell 2000 Index or the S&P SmallCap 600 Index. The fund invests in securities of companies that it believes are undervalued in the marketplace and invests assets in securities of foreign issuers in addition to securities of domestic issuers. It may also use various techniques such as buying and selling futures contracts.

Management Analysis Update

William Blair Small Cap Growth N has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update