WBGSX Mutual Fund
WBGSX Mutual Fund
William Blair Growth Fund Class N
WBGSX Mutual Fund Overview
WBGSX Mutual Fund (William Blair Growth Fund Class N) is managed by William Blair Funds with $40.2M in net assets. WBGSX expense ratio is 1.20%, holding 55 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1946-03-20.
WBGSX performance shows a YTD return of 7.15%. The 1-year return is 14.22% and the 5-year return is 5.94%. WBGSX dividend yield stands at 40.97%, paid annually.
WBGSX top holdings include Nvidia Corp (12.3%), Apple Inc (6.9%), Microsoft Corp 4.100 Feb 06 37 (5.7%), Mastercard Incorporated Class 'A' (4.8%), Amazon.Com Inc (4.7%). View all WBGSX holdings, sector breakdown, or dividend history.
WBGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WBGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.