BGFIX Mutual Fund

BGFIX Mutual Fund

NAV$11.58
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Fund Essentials - as of Mar 31, 2026

Net Assets
$217M
Expense Ratio
0.91%
Dividend Yield (Current)
25.77%
Holdings
55
Inception Date
Oct 1, 1999
Fund Family
William Blair Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.57%
1 Year+8.57%
3 Year+14.46%
5 Year+7.69%
10 Year+14.51%

Asset Allocation

Stocks: 99.56%
Other: 0.45%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.12.29%
AAPLApple, Inc6.87%
MSFTMicrosoft Corp5.69%
MAMastercard Inc4.75%
AMZNAmazon.Com Inc4.74%
Top 10 Concentration: 54.27%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
25.77%
Frequency
Annually
Latest Distribution
$1.75
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BGFIX Mutual Fund Overview

BGFIX Mutual Fund (William Blair Growth Fund Class I) is managed by William Blair Funds with $216.7M in net assets. BGFIX expense ratio is 0.91%, holding 55 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 1999-10-01.

BGFIX performance shows a YTD return of 4.57%. The 1-year return is 8.57% and the 5-year return is 7.69%. BGFIX dividend yield stands at 25.77%, paid annually.

BGFIX top holdings include Nvidia Corp. (12.3%), Apple, Inc (6.9%), Microsoft Corp (5.7%), Mastercard Inc (4.8%), Amazon.Com Inc (4.7%). Go to all BGFIX holdings, BGFIX sectors, or BGFIX dividends.

BGFIX can be compared against other funds. Use BGFIX overlap to find shared positions, or BGFIX vs another fund for a side-by-side view. BGFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.