William Blair Small Cap Value Fund Class I (ICSCX) Research

The William Blair Small Cap Value Fund Class I endeavors to generate long-term growth for its investors' capital. Under typical market circumstances, the fund commits a substantial portion – specifically, at least 80% – of its net assets (which includes any capital obtained through borrowing for investment) to the stock holdings of small-capitalization companies. For the purposes of this fund, the adviser considers a company to be small-cap if its market value is equivalent to or less than that of the largest constituent within the Russell 2000® Index at the time of purchase.

Market snapshot

Symbol
ICSCX
Price
$35.94
Day change
+1.18%
Market cap
$991.9M
52-week range
26.95-36.13
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Small Cap Value Fund - Class N (ARSVX)
  • iShares Russell Small/Mid-Cap Idx Inv A (BSMAX)
  • Glenmede Small Cap Equity Portfolio (GTSCX)
  • Heartland Value Fund Insti Class Shs (HNTVX)
  • BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
  • PGIM Balanced Fund- Class C (PABCX)
  • PGIM Balanced Fund- Class R (PALRX)
  • FPA Queens Road Small Cap Value Inv (QRSVX)

Open William Blair Small Cap Value Fund Class I (ICSCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.