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William Blair Large Cap Growth N (LCGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.34+0.03 (+0.11%)
At close: 08:00PM EDT

William Blair Large Cap Growth N

Chicago, IL 60606

222 W Adams St

William Blair Funds

877-962-5247
Management information
James S. Golan,Lead manager since 30 April 2005
Jim Golan, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy and a research analyst covering U.S. large-cap technology stocks. From 2000 until 2005, when he assumed his current role, Jim was a research analyst focusing on financial, technology, industrial, and resource stocks. Before joining William Blair in 2000, he worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of U.S. and international companies. Jim began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.A. in economics from DePauw University and an M.B.A. in finance from Northwestern University’s Kellogg Graduate School of Management.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyWilliam Blair
Net assets2.25B
YTD return12.11%
Yield0.00%
Morningstar rating★★★★
Inception date26 Dec 1999

Fund operations

Last dividend0.00
Last cap gain25.00
Holdings turnover43.00%
Average for categoryN/A

Fees and expenses

ExpenseLCGNXCategory average
Annual report expense ratio (net)0.65%0.99%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio0.79%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A