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William Blair Funds - William Blair Mid Cap Growth Fund (WCGNX)

7.47
-0.01
(-0.13%)
At close: June 29 at 8:00:59 PM EDT
Loading Chart for WCGNX
  • Previous Close 7.48
  • YTD Return 16.40%
  • Expense Ratio 0.95%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 32M
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend --
  • Inception Date Feb 1, 2006

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of medium capitalized ("mid cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of mid cap U.S. growth companies that are expected to exhibit quality growth characteristics.

William Blair

Fund Family

Mid-Cap Growth

Fund Category

32M

Net Assets

2006-02-01

Inception Date

Performance Overview: WCGNX

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Trailing returns as of 6/28/2023. Category is Mid-Cap Growth.

YTD Return

WCGNX
16.40%
Category
10.80%
 

1-Year Return

WCGNX
23.28%
Category
48.17%
 

3-Year Return

WCGNX
6.67%
Category
21.26%
 

5-Year Return

WCGNX
7.09%
Category
20.18%
 

Holdings: WCGNX

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Sector Weightings

SectorWCGNX
Technology   28.12%
Healthcare   18.33%
Industrials   17.96%
Real Estate   4.96%
Energy   4.73%
Utilities   1.42%

Recent News: WCGNX

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Research Reports: WCGNX

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