ClearBridge Mid Cap Growth Fund Class C (LBGCX)

28.16
Net Asset Value
+0.43%
1 Day
+5.43%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.10%
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.

Performance

1 month+1.99% 3 years+6.65%
3 months+0.43% 5 years+10.19%
1 year+17.47% Since inception+13.38%
Data through --

Peer Comparisonvs. Mid-cap growth

 LBGCXCategory
Performance 5-yr return+10.19%+11.94%
Expense ratio2.10%1.21%
Risk 5 year sharpe ratio0.780.98
Net assets$99.8M$1.6B
Average market cap$13.0B$11.9B
Average P/E26.126.0
Portfolio turnover27%27%

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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

Holdings

U.S. stock93.35%
Cash3.64%
International stock3.02%
Fixed income0.00%
Other0.00%
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
FTNT Fortinet Inc3.62%
GRUB GrubHub Inc3.40%
SBAC SBA Communications Corp3.24%
SPLK Splunk Inc3.13%
MELI MercadoLibre Inc3.02%
ROST Ross Stores Inc2.96%
IEX IDEX Corp2.95%
WDAY Workday Inc2.93%
MAR Marriott2.83%
TEAM Atlassian Corp PLC2.60%