| 18.56 Net Asset Value | +0.71% 1 Day | +14.15% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 4.35% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -2.42% | 3 years | -- | |
| 3 months | +5.94% | 5 years | -- | |
| 1 year | +27.74% | Since inception | +20.30% |
| LBGCX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +6.62% |
| Expense ratio | 4.35% | 1.37% |
| Risk 5 year sharpe ratio | -- | 0.32 |
| Net assets | $36.3M | $1.1B |
| Average market cap | $6.0B | $7.1B |
| Average P/E | 21.2 | 19.0 |
| Portfolio turnover | 30% | 30% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Legg Mason |
| Fund manager & tenure | Jeffrey Russell / 2 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 17.66% |
| Financial service | 16.18% |
| Healthcare | 12.22% |
| Consumer service | 11.18% |
| Hardware | 9.23% |
| ROST Ross Stores, Inc. | 3.03% |
| MD Mednax, Inc. | 2.99% |
| ROC Rockwood Holdings Inc | 2.90% |
| IEX Idex Corporation | 2.86% |
| SBAC SBA Communications Corp | 2.80% |
| MSM MSC Industrial Direct Co., Inc. | 2.79% |
| AAP Advance Auto Parts Inc | 2.74% |
| ALXN Alexion Pharmaceuticals, Inc. | 2.72% |
| WDAY Workday Inc Class A | 2.52% |
| BYI Bally Technologies, Inc. | 2.50% |
.
