Morningstar

William Blair Large Cap Growth Fund Class I LCGFX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 30.78  /  +1.12 %
  • Total Assets 1.8B
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LCGFX

Will LCGFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LCGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Large Cap Growth I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LCGFX

More LCGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.03 283M
Technology

Apple Inc

11.28 228M
Technology

Microsoft Corp

9.85 199M
Technology

Alphabet Inc Class A

7.02 141M
Communication Services

Broadcom Inc

6.87 139M
Technology

Amazon.com Inc

6.14 124M
Consumer Cyclical

Meta Platforms Inc Class A

4.63 93M
Communication Services

Mastercard Inc Class A

3.59 72M
Financial Services

Advanced Micro Devices Inc

2.73 55M
Technology

Costco Wholesale Corp

2.01 41M
Consumer Defensive

Sponsor Center