WVMRX Mutual Fund
WVMRX Mutual Fund
William Blair Mid Cap Value Fund Class R6
WVMRX Mutual Fund Overview
WVMRX Mutual Fund (William Blair Mid Cap Value Fund Class R6) is managed by William Blair Funds. WVMRX expense ratio is 0.70%, holding 56 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2022-03-15.
WVMRX performance shows a YTD return of 14.05%. The 1-year return is 21.13%. WVMRX dividend yield stands at 1.32%, paid annually.
WVMRX top holdings include Kirby Corp (2.9%), Globus Medical Inc (2.7%), Entergy Corp. (2.6%), Stmicroelectronics N.v. (2.4%), State Street Corp Preferred Stock 5.25 (2.3%). View all WVMRX holdings, sector breakdown, or dividend history.
WVMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WVMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.