William Blair Large Cap Growth Fund Class R6 LCGJX Strategy

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Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of large capitalized ("large cap") companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of large cap U.S. growth companies that are expected to exhibit quality growth characteristics. The fund is non-diversified.

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
LCGNX
William Blair Large Cap Growth Fund Class NNo LoadOpen $96.00M0.900%Above Average$2,500−$47.03M
LCGFX
William Blair Large Cap Growth Fund Class IInstitutionalOpen $1.34B0.650%Average$500,000−$672.98M
LCGJX
William Blair Large Cap Growth Fund Class R6Retirement, LargeOpen $391.48M0.600%Average$1M−$237.13M

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