William Blair Large Cap Growth N
222 W Adams St Chicago IL 60606
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Phone: 877-962-5247
| Category: | Large Growth | | Fund Family: | William Blair | | Net Assets: | 6.05M | | Year-to-Date Return: | 22.44% | | Yield: | 0.01% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Dec-99 |
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John Jostrand
Lead Manager since
27-Dec-99 | | | Jostrand is principal and portfolio manager with William Blair & Company. He joined the firm in 1993 as a portfolio manager. Previously, he was with TRW for 10 years as director, equity portfolio manager and venture capital funds manager. Prior to that, he was with Boatmen's National Bank for five years as assistant trust officer, equity fund manager and research analyst. Jostrand holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in the stocks of large cap companies. It invests in a diversified portfolio of common stocks issued by large domestic growth companies of high quality that have demonstrated sustained growth over a long period of time. The fund may invest in initial public offerings (?IPOs?) and private placements. It may also invest up to 15% of its net assets in foreign securities, which may include American Depository Receipts or substantially similar investments; however, the fund may invest only up to 5% of its net assets directly in foreign securities. |
| Last Dividend
(18-Dec-08):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 85.00% | | Average for Category:
| 110.55% |
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| Expense | LCGNX | Category
Avg | | Total Expense Ratio: | 1.23%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 521 | $672 | | 5 Yr Expense Projection*: |
$ 943 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,118 | $2,074 |
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0.34% Nasdaq 0.00%
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