Morningstar

William Blair Large Cap Growth Fund Class I LCGFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See William Blair Investment Hub
  • NAV / 1-Day Return $30.13  /  −2.65 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

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 65.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.59 282M
Technology

Alphabet Inc Class A

10.06 182M
Communication Services

Apple Inc

8.43 153M
Technology

Microsoft Corp

7.85 142M
Technology

Broadcom Inc

5.30 96M
Technology

Meta Platforms Inc Class A

4.34 78M
Communication Services

Lam Research Corp

3.94 71M
Technology

Advanced Micro Devices Inc

3.92 71M
Technology

Mastercard Inc Class A

3.22 58M
Financial Services

Amazon.com Inc

2.87 52M
Consumer Cyclical

Sponsor Center