About BGFRX
William Blair Growth Fund Class R6 is a mutual fund that seeks long-term capital appreciation by investing primarily in a diversified portfolio of equity securities, including common stocks and convertible securities, of U.S. growth-oriented companies. The fund focuses on companies of all sizes that display strong growth potential and quality characteristics, spanning sectors such as technology, consumer cyclical, financial services, and healthcare. Its portfolio is concentrated in large-cap growth stocks, with notable holdings including leading firms like Microsoft, Amazon.com, NVIDIA, and Apple. The fund maintains a disciplined growth investment style, aiming to identify companies with robust earnings growth and competitive advantages. With a high minimum initial investment requirement and a competitive expense ratio for its class, William Blair Growth Fund Class R6 is oriented towards institutional investors and retirement plans. Its sector allocations and top holdings underscore its significant role in providing exposure to high-growth segments of the U.S. equity market, serving as a vehicle for capitalizing on long-term trends among innovative and market-leading companies.
Fund Family William Blair
Category Large Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BGFRX
Share Class Class R6
Index Russell 3000 Growth TR
BGFRX had a total return of 10.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.04%.
