About BGFIX
William Blair Growth Fund Class I is an institutional mutual fund dedicated to long-term capital appreciation through investment in a diversified portfolio of U.S. equity securities. Its core strategy is centered on identifying and holding shares of domestic companies exhibiting strong growth characteristics, regardless of market capitalization. The fund typically invests in common stocks, as well as other equity instruments such as convertible securities, and maintains significant exposure to the large growth segment of the equity market. Notable sector allocations include technology, consumer cyclical, and healthcare, with top holdings in industry leaders like Microsoft, Amazon.com, Alphabet, and NVIDIA. With a focus on high-quality growth companies, the fund’s portfolio is relatively concentrated, with over half of assets in its top ten positions. William Blair Growth Fund Class I is designed for institutional investors, evidenced by its substantial minimum investment requirement and competitive expense ratio, and plays a prominent role for investors seeking exposure to growth equities within diversified portfolios.
Fund Family William Blair
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BGFIX
Share Class Class I
Index Russell 3000 Growth TR
BGFIX had a total return of 10.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.68%.
