William Blair Large Cap Growth Fund Class I

Frequently Asked Questions About LCGFX

What does LCGFX invest in?

This investment vehicle aims to deliver significant long-term capital appreciation. It typically allocates a minimum of 80% of its net assets—including any funds acquired through borrowing for investment purposes—to stocks of large-capitalization companies. The fund predominantly focuses its investments on a collection of equity instruments, encompassing common shares and other forms of equity (like securities convertible into common stock), issued by large-cap, domestically-based growth enterprises that are anticipated to demonstrate high-quality growth attributes. It's important to note that this fund operates on a non-diversified basis.

What is the expense ratio of LCGFX?

William Blair Large Cap Growth Fund Class I (LCGFX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LCGFX?

William Blair Large Cap Growth Fund Class I (LCGFX) manages $2.66B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is LCGFX actively managed or an index fund?

LCGFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was LCGFX launched?

William Blair Large Cap Growth Fund Class I (LCGFX) launched in December 1999 and is managed by the fund issuer.

How has LCGFX performed?

LCGFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.