Fund Evaluator:

William Blair Large Cap Growth R6 Overview

William Blair Large Cap Growth R6 (LCGJX) is an actively managed U.S. Equity Large Growth fund. William Blair launched the fund in 2019.

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of large capitalized ("large cap") companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of large cap U.S. growth companies that are expected to exhibit quality growth characteristics. The fund is non-diversified.

About William Blair Large Cap Growth R6 (LCGJX)

There are 3 members of the management team with an average tenure of 12.06 years: David Ricci (2011), Arun Sharma (2026), James Golan (2005). Management tenure is more important for actively managed funds than passive index funds.

The fund has 2 primary benchmarks: Russell 1000 TR USD index with a weighting of 100% and Russell 1000 Growth TR USD index with a weighting of 100%. William Blair Large Cap Growth R6 has 42 securities in its portfolio. The top 10 holdings constitute 62.4% of the fund’s assets. The fund meets the SEC requirement of being classified as a nondiversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

William Blair Large Cap Growth R6 is part of the Equity global asset class and is within the U.S. Equity fund group. William Blair Large Cap Growth R6 has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 99.3%. There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). William Blair Large Cap Growth R6 has 0.7% of the portfolio in cash.

Assets Under Management

The fund has $316 million in total assets, which is below the $2 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

LCGJX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The William Blair Large Cap Growth R6 expense ratio is above average compared to funds in the Large Growth category. William Blair Large Cap Growth R6 has an expense ratio of 0.60%, which is 38% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. William Blair Large Cap Growth R6 has a portfolio turnover rate of 41%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 54% for the Large Growth category.

Recently, in the month of July 2026, William Blair Large Cap Growth R6 returned 0.6%, which earned it a grade of A, as the Large Growth category had an average return of -3.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

William Blair Large Cap Growth R6 has a trailing yield of 0.00%, which is below the 0.06% category average. The fund normally distributes its income annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

William Blair Large Cap Growth R6 Grades

Year to date, the fund has returned 1.3%, 2.4 percentage points worse than the category, which translates into a grade of D. The fund has returned 3.3% over the past year (grade of D), 16.1% over the past three years (grade of D) and 8.0% per year over the past five years (grade of D) and 15.9% per year over the past 10 years (grade of B).

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