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ClearBridge Mid Cap Growth Fund Class C (LBGCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally 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. It 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. It invests in common stocks, but may invest in other types of equity securities.


1 month-1.59% 3 years+13.30%
3 months-7.26% 5 years+13.77%
1 year+3.81% Since inception+15.79%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.77%+16.81%
Expense ratio2.41%1.31%
Risk 5 year sharpe ratio0.971.03
Net assets$95.1M$1.3B
Average market cap$8.4B$9.3B
Average P/E24.024.2
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureJeffrey Russell / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock93.25%
International stock3.57%
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
FTNT Fortinet Inc3.02%
CASY Caseys General Stores Inc2.72%
SBAC SBA Communications Corp2.72%
TSCO Tractor Supply Co2.61%
SIG Signet Jewelers Ltd2.41%
MD MEDNAX Inc2.39%
JLL Jones Lang LaSalle Inc2.33%
ROST Ross Stores Inc2.27%
PRXL PAREXEL International Corp2.26%
MTD Mettler-Toledo International Inc2.25%

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