WBGSX Mutual Fund

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 64 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1946-03-20.

WBGSX performance shows a YTD return of 7.15%. The 1-year return is 9.64% and the 5-year return is 7.19%. WBGSX dividend yield stands at 40.97%, paid annually.

WBGSX top holdings include Nvidia Corp (13.6%), Alphabet Inc,class A (11.1%), Broadcom Inc (4.9%), Microsoft Corp (4.8%), Apple, Inc (4.7%). Go to all WBGSX holdings, WBGSX sectors, or WBGSX dividends.

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