BGFRX Mutual Fund

BGFRX Mutual Fund (William Blair Growth Fund Class R6) is managed by William Blair Funds. BGFRX expense ratio is 0.87%, holding 62 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2019-05-02.

BGFRX performance shows a YTD return of 4.53%. The 1-year return is 8.65% and the 5-year return is 7.74%. BGFRX dividend yield stands at 24.88%, paid annually.

BGFRX top holdings include Nvidia Corp (13.5%), Alphabet Inc,class A (10.8%), Applied Materials, Inc. (5.1%), Broadcom Inc (4.8%), Microsoft Corp (4.6%). Go to all BGFRX holdings, BGFRX sectors, or BGFRX dividends.

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