Morningstar

William Blair Growth Fund Class N WBGSX

Morningstar Medalist Rating
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Medalist Rating as of See William Blair Investment Hub
  • NAV / 1-Day Return $6.99  /  −3.19 %
  • Fund Size $196.5M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

Morningstar’s Analysis WBGSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Growth N holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings WBGSX

More WBGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.5
Top 10 Holdings
% Portfolio Weight
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