William Blair Large Fund Quote
| LCGFX Fund | USD 30.02 0.08 0.27% |
Performance0 of 100
| Odds Of DistressLess than 22
|
William Blair is trading at 30.02 as of the 31st of January 2025; that is 0.27 percent decrease since the beginning of the trading day. The fund's open price was 30.1. William Blair has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in stocks of large capitalized companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments , of large cap U.S. growth companies that are expected to exhibit quality growth characteristics. More on William Blair Large
Moving together with WILLIAM Mutual Fund
WILLIAM Mutual Fund Highlights
| Thematic Idea | Large Blend Funds (View all Themes) |
| Fund Concentration | William Blair Funds, Large Growth Funds, Large Blend Funds, Large Growth, William Blair, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
William Blair Large [LCGFX] is traded in USA and was established 31st of January 2025. William Blair is listed under William Blair category by Fama And French industry classification. The fund is listed under Large Growth category and is part of William Blair family. The entity is thematically classified as Large Blend Funds. This fund now has accumulated 1.54 B in assets with minimum initial investment of 500 K. William Blair Large is currently producing year-to-date (YTD) return of 3.55% with the current yeild of 0.0%, while the total return for the last 3 years was 12.49%.
Check William Blair Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WILLIAM Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WILLIAM Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as William Blair Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top William Blair Large Mutual Fund Constituents
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| UNP | Union Pacific | Stock | Industrials | |
| CPRT | Copart Inc | Stock | Industrials | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| MA | Mastercard | Stock | Financials | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
William Blair Large Risk Profiles
| Mean Deviation | 0.9395 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.75 | |||
| Risk Adjusted Performance | (0.01) |
William Blair Against Markets
Other Information on Investing in WILLIAM Mutual Fund
William Blair financial ratios help investors to determine whether WILLIAM Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WILLIAM with respect to the benefits of owning William Blair security.
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