William Blair Growth Fund Class R6 BGFRX Strategy

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of U.S. growth companies of all sizes that are expected to exhibit quality growth characteristics. It invests primarily in equity securities issued by companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell 3000® Index.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
WBGSX
William Blair Growth Fund Class NNo LoadOpen $26.12M1.200%High$2,500−$6.53M
BGFIX
William Blair Growth Fund Class IInstitutionalOpen $164.99M0.910%High$500,000−$22.30M
BGFRX
William Blair Growth Fund Class R6Retirement, LargeOpen $21.61M0.870%High$1M−$22.17M

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