WBVRX Mutual Fund
WBVRX Mutual Fund
WBVRX Mutual Fund
William Blair Small Cap Value Fund
WBVRX Mutual Fund Overview
WBVRX Mutual Fund (William Blair Small Cap Value Fund) is managed by William Blair Funds. WBVRX expense ratio is 0.80%, holding 106 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2021-07-19.
WBVRX performance shows a YTD return of 22.18%. The 1-year return is 34.07% and the 5-year return is 6.09%. WBVRX dividend yield stands at 1.93%, paid annually.
WBVRX top holdings include Fixed Inc Clearing Corp.Repo (2.7%), Gulfport Energy Corp (1.7%), Seacoast Banking Corp Of Florida (1.6%), Matador Resources Co (1.6%), National Bank Holdings Corp Class A (1.5%). Go to all WBVRX holdings, WBVRX sectors, or WBVRX dividends.
WBVRX can be compared against other funds. Use WBVRX overlap to find shared positions, or WBVRX vs another fund for a side-by-side view. WBVRX alternatives are available via the screener, along with tax-loss harvesting opportunities.