About WBGSX
The William Blair Growth Fund Class N is an actively managed mutual fund focused on U.S. large-cap growth equities. Its primary objective is to achieve capital appreciation by investing predominantly in a diversified portfolio of equity securities issued by large U.S. companies that demonstrate strong growth characteristics. These firms are typically in sectors such as technology, consumer services, and healthcare, and include well-known names like Microsoft, Amazon, Alphabet, and NVIDIA. The fund seeks opportunities in businesses with above-average earnings and revenue growth, emphasizing companies expected to outpace broader market expansion.
The William Blair Growth Fund Class N is positioned within the large growth category, targeting stocks in the top 70% by market capitalization of the U.S. equity market, and is managed by a team employing a growth-focused investment approach. The fund's portfolio tends to be concentrated, with a significant portion of assets allocated to its top holdings, reflecting high-conviction investment ideas. Its role in the financial market is to serve investors seeking exposure to dynamic, fast-growing companies through professional management, making it suitable as a core growth investment holding within diversified portfolios.
Fund Family William Blair
Category Multi-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WBGSX
Share Class Class N
Index Russell 3000 Growth TR
WBGSX had a total return of 5.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.63%.
