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William Blair Large Cap Growth R6 (LCGJX)
At close: 8:00:46 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 31.25% |
| 5y Average Return | 17.89% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Dec 10, 2024) | 40.56% |
| Worst 1Y Total Return (Dec 10, 2024) | -- |
| Best 3Y Total Return | 40.56% |
| Worst 3Y Total Return | 5.87% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LCGJX
Category
- YTD
- 29.26%
- 12.38%
- 1-Month
- 6.13%
- 5.09%
- 3-Month
- 8.30%
- 10.28%
- 1-Year
- 34.62%
- 41.70%
- 3-Year
- 7.66%
- 22.56%
- 5-Year
- 17.38%
- 21.98%
- 10-Year
- 15.98%
- 15.99%
- Last Bull Market
- 33.07%
- 25.99%
- Last Bear Market
- -22.25%
- -17.29%
Annual Total Return (%) History
Year
LCGJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 14.81% | 4.95% | 1.35% | -- |
| 2023 | 11.75% | 12.00% | -2.51% | 15.19% |
| 2022 | -12.19% | -22.25% | -4.98% | 4.19% |
| 2021 | 2.16% | 11.92% | 1.07% | 11.13% |
| 2020 | -12.68% | 25.78% | 11.04% | 12.09% |
| 2019 | 1.14% | 8.47% | -- | -- |
Rank in Category (By Total Return)
| YTD | 60 |
| 1-Month | 62 |
| 3-Month | 50 |
| 1-Year | 64 |
| 3-Year | 59 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | 34.62% |
| 3-Year | 7.66% |
| 5-Year | 17.38% |
| 10-Year | 15.98% |
Performance & Risk
| YTD Return | 31.25% |
| 5y Average Return | 17.89% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | William Blair |
| Net Assets | 2.94B |
| YTD Return | 29.26% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 27, 1999 |
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.
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