WVMIX Mutual Fund
WVMIX Mutual Fund
WVMIX Mutual Fund
William Blair Mid Cap Value Fund Class I
WVMIX Mutual Fund Overview
WVMIX Mutual Fund (William Blair Mid Cap Value Fund Class I) is managed by William Blair Funds with $130,000 in net assets. WVMIX expense ratio is 0.75%, holding 57 positions across sectors including Industrials, Financials, Materials. Inception date: 2022-03-15.
WVMIX performance shows a YTD return of 13.88%. The 1-year return is 21.20%. WVMIX dividend yield stands at 1.27%, paid annually.
WVMIX top holdings include USD (5.2%), Toll Bros Inc (2.4%), Wex Inc. (2.3%), Allison Transmission Holdings Inc. (2.3%), Donaldson Co Inc (2.3%). Go to all WVMIX holdings, WVMIX sectors, or WVMIX dividends.
WVMIX can be compared against other funds. Use WVMIX overlap to find shared positions, or WVMIX vs another fund for a side-by-side view. WVMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.