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William Blair Large Cap Growth R6 (LCGJX)

26.58
+0.23
+(0.87%)
At close: 8:01:26 PM EDT
Loading Chart for LCGJX
  • Previous Close 26.35
  • YTD Return -2.49%
  • Expense Ratio 0.60%
  • Category Large Growth
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.71B
  • Beta (5Y Monthly) 1.15
  • Yield 0.10%
  • 5y Average Return --
  • Holdings Turnover 50.00%
  • Last Dividend 0.03
  • Inception Date May 2, 2019

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.

William Blair

Fund Family

Large Growth

Fund Category

2.71B

Net Assets

2019-05-02

Inception Date

Performance Overview: LCGJX

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

LCGJX
2.49%
Category
12.38%
 

1-Year Return

LCGJX
9.69%
Category
41.70%
 

3-Year Return

LCGJX
10.77%
Category
22.56%
 

5-Year Return

LCGJX
16.36%
Category
21.98%
 

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Holdings: LCGJX

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Sector Weightings

SectorLCGJX
Technology   50.26%
Healthcare   6.77%
Industrials   2.41%
Real Estate   0.74%
Utilities   0.00%
Energy   0.00%

Recent News: LCGJX

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Research Reports: LCGJX

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