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, Materials. Inception date: 2022-03-15.

WVMRX performance shows a YTD return of 7.11%. The 1-year return is 11.04%. WVMRX dividend yield stands at 1.40%, paid annually.

WVMRX 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 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.