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ClearBridge Mid Cap Growth Fund Class A (LBGAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. Under normal circumstances- the fund invests at least 80% of its net assets- plus borrowings for investment purposes- if any- in equity securities of medium capitalization companies or other investments with similar economic characteristics. The fund may invest up to 25% of its net assets in the securities of foreign companies. The fund normally invests in a relatively small number of stocks selected for their long-term growth potential.


1 month+3.25% 3 years+7.48%
3 months+8.72% 5 years+13.06%
1 year+17.26% Since inception+14.61%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.06%+12.62%
Expense ratio1.31%1.22%
Risk 5 year sharpe ratio0.991.18
Net assets$102.7M$1.5B
Average market cap$10.6B$12.1B
Average P/E27.629.4
Portfolio turnover25%25%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureJeffrey Russell / 7 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock91.69%
International stock7.80%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 17.66%
Financial service 16.18%
Healthcare 12.22%
Consumer service 11.18%
Hardware 9.23%
Top 10 Holdings
Portfolio weighting
MTD Mettler-Toledo International Inc3.45%
SBAC SBA Communications Corp3.42%
MELI MercadoLibre Inc3.04%
IEX IDEX Corp3.03%
URI United Rentals Inc2.96%
AZPN Aspen Technology Inc2.89%
AMG Affiliated Managers Group Inc2.86%
WDAY Workday Inc2.80%
ROK Rockwell Automation Inc2.69%
BERY Berry Global Group Inc2.66%