Nasdaq - Delayed Quote USD
William Blair Large Cap Growth I (LCGFX)
At close: December 11 at 6:45:46 PM EST
Fund Summary
The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of large capitalized ("large cap") companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of large cap U.S. growth companies that are expected to exhibit quality growth characteristics. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.48% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 31.25% |
| 5y Average Return | 17.84% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LCGFX | Category Average | LCGFX | Category Average | LCGFX | Category Average | |
| Alpha | -4.05 | 0.03 | 0.62 | 0.04 | 2.08 | 0.01 |
| BETA | 1.16 | 0.01 | 1.09 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.8 | 0.02 | 1.52 | 0.02 | 1.36 | 0.01 |
| R-squared | 88.37 | 0.89 | 89.35 | 0.87 | 87.48 | 0.87 |
| Standard Deviation | 21.51 | 0.2 | 21 | 0.16 | 17.07 | 0.15 |
| Sharpe Ratio | 0.26 | 0.01 | 0.75 | 0.01 | 0.85 | 0.01 |
| Treynor Ratio | 2.99 | 0.21 | 13.49 | 0.21 | 13.56 | 0.15 |
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