WVMIX Mutual Fund

WVMIX Mutual Fund (William Blair Mid Cap Value Fund Class I) is managed by William Blair Funds. WVMIX expense ratio is 0.75%, holding 56 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2022-03-15.

WVMIX performance shows a YTD return of 13.71%. The 1-year return is 22.42%. WVMIX dividend yield stands at 1.27%, paid annually.

WVMIX top holdings include Kirby Corp (2.9%), Globus Medical, Inc. (class A) (2.7%), Entergy Corp. (2.6%), Stmicroelectronics N.v. (2.4%), State Street Corp. (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.