Mutual Funds - Profile

William Blair Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index and narrows the list to include those with a proven history of earnings growth.

Then the research with fundamental analysis and qualitative research assesses a company’s growth sustainability and critical success factors and identifies a list of companies with market leadership.

The fund favors companies with durable earnings growth, sustainable business models, financial strength and trading at reasonable price to long term growth outlook.

More

Price

  • Last Close
  • $11.43
    +0.26
  • 52 Week HL
  • $13.77 - $11.17
  • Net Assets
  • $87 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Apr 30, 2021

Top 10 Holdings
Apr 30, 2021

Company Holding
Copart, Inc 3.2
Horizon Therapeutics 3.2
CoStar Group, 3.0
Agilent Technologies, 3.0
Cadence Design 2.9
Company Holding
BWX Technologies, 2.8
Vulcan Materials 2.8
Align Technology, 2.7
Arthur J. 2.6
Take-Two Interactive 2.4
Total 28.6%

Manager

  • Name
  • Robert Lanphier
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-13.2 % YTD

  • 3 Year
  • 5%
  • 5 Year
  • 52.09%
  • Best
  • 36.03%
    2009
  • Worst
  • -34.71%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WCGNX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.8% -1.9% -19.9% 20.6% 5.9% 5.1% -1.8% 6.4% 0.1% 11% -
Q2 - 5.5% 23.2% 4.3% 8.1% 4.8% 1.1% -1.7% 2.1% 2.3% -
Q3 - 5.8% 9% -0.6% 7% 4% 2.1% -7.9% -2.2% 6% -
Q4 - 0.2% 9.1% -3% -17.3% 5% -1.1% 3.2% 7.9% 6.6% -

Returns +
M

J F M A M J J A S O N D
2022 -13.2% - - - - - - - - - - -
2021 -2.9% 2.6% -1.5% 5% -2.6% 3.3% 2% 2.5% 1.2% -0.6% -2.9% -2.6%

Annual
Return

Index Comparison

Alpha

NAV