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Nasdaq - Delayed Quote USD

William Blair Large Cap Growth R6 (LCGJX)

26.58
+0.23
+(0.87%)
At close: 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.16%
5y Average Return 16.70%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Mar 31, 2025) 40.56%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 40.56%
Worst 3Y Total Return 5.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LCGJX
Category
YTD
-2.49%
12.38%
1-Month
-4.25%
5.09%
3-Month
-4.85%
10.28%
1-Year
9.69%
41.70%
3-Year
10.77%
22.56%
5-Year
16.36%
21.98%
10-Year
14.78%
15.99%
Last Bull Market
18.01%
25.99%
Last Bear Market
-22.25%
-17.29%

Annual Total Return (%) History

Year
LCGJX
Category
2024
26.14%
--
2023
40.56%
--
2022
-32.41%
--
2021
28.42%
--
2020
36.70%
35.86%
2019
--
31.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.81% 4.95% 1.35% 3.29%
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 90
1-Month 69
3-Month 94
1-Year 90
3-Year 72
5-Year 54

Load Adjusted Returns

1-Year 9.69%
3-Year 10.77%
5-Year 16.36%
10-Year 14.78%

Performance & Risk

YTD Return -10.16%
5y Average Return 16.70%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family William Blair
Net Assets 2.71B
YTD Return -2.49%
Yield 0.10%
Morningstar Rating
Inception Date May 02, 2019

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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