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William Blair Large Cap Growth I (LCGFX)

28.47 +0.02 (+0.07%)
At close: May 17 at 8:00 PM EDT

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.

William Blair Large Cap Growth I

Chicago, IL 60606
222 W Adams St
877-962-5247

Fund Overview

Category Large Growth
Fund Family William Blair
Net Assets 2.17B
YTD Return 9.54%
Yield 0.00%
Morningstar Rating
Inception Date Dec 27, 1999

Fund Operations

Last Dividend 0.00
Last Cap Gain 25.00
Holdings Turnover 43.00%
Average for Category --

Fees & Expenses

Expense LCGFX Category Average
Annual Report Expense Ratio (net) 0.60% 0.99%
Prospectus Net Expense Ratio 0.60% --
Prospectus Gross Expense Ratio 0.65% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

James S. Golan, Lead Manager since May 01, 2005
Jim Golan, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy and a research analyst covering U.S. large-cap technology stocks. From 2000 until 2005, when he assumed his current role, Jim was a research analyst focusing on financial, technology, industrial, and resource stocks. Before joining William Blair in 2000, he worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of U.S. and international companies. Jim began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.A. in economics from DePauw University and an M.B.A. in finance from Northwestern University’s Kellogg Graduate School of Management.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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