About LCGJX
The William Blair Large Cap Growth Fund Class R6 is an actively managed mutual fund designed to pursue long-term capital appreciation by investing primarily in equity securities of large-cap U.S. growth companies. Targeting institutional investors with a minimum investment requirement of $1,000,000, the fund maintains a diversified portfolio heavily weighted toward leading technology and consumer-oriented firms. Its top holdings include prominent names such as Microsoft, NVIDIA, Apple, Amazon.com, and Meta Platforms, collectively comprising over 60% of the fund’s assets. The portfolio focuses on companies with strong growth prospects and market leadership, mainly within the technology, consumer cyclical, communication services, and financial services sectors. With an expense ratio of 0.60%, the fund offers a cost advantage relative to many peers in the large growth category. Managed by William Blair since its 2019 inception, the fund is notable for its commitment to capital appreciation and its strategic allocation to dominant firms driving innovation and expansion in the U.S. economy.
Fund Family William Blair
Category Large Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LCGJX
Share Class Class R6
Index Russell 1000 Growth TR
LCGJX had a total return of -1.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.34%.
