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Morningstar

William Blair Large Cap Growth N LCGNX

Morningstar Analyst Rating
Quantitative rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 18.08  /  2.32 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 26%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis LCGNX

Will LCGNX outperform in 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 LCGNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LCGNX 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 LCGNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An incline in People Pillar rating is the primary driver of William Blair Large Cap Growth N's upgrade to a Morningstar Quantitative Rating of Gold from Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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