WVMRX Mutual Fund

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 Industrials, Financials, Information Technology. Inception date: 2022-03-15.

WVMRX performance shows a YTD return of 13.71%. The 1-year return is 22.49%. WVMRX dividend yield stands at 1.32%, paid annually.

WVMRX 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 WVMRX holdings, WVMRX sectors, or WVMRX dividends.

WVMRX can be compared against other funds. Use WVMRX overlap to find shared positions, or WVMRX vs another fund for a side-by-side view. WVMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.