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
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-5.45% 3 years+19.76%
3 months-3.18% 5 years--
1 year+3.09% Since inception+18.28%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+14.82%
Expense ratio3.10%1.34%
Risk 5 year sharpe ratio--0.94
Net assets$69.0M$1.3B
Average market cap$7.3B$8.6B
Average P/E25.223.7
Portfolio turnover76%76%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureJeffrey Russell / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock87.80%
International stock6.70%
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 Inc2.68%
ADS Alliance Data Systems Corp2.63%
SBAC SBA Communications Corp2.46%
SIG Signet Jewelers Ltd2.45%
CTXS Citrix Systems Inc2.45%
FEIC FEI Co2.42%
IEX Idex Corp2.40%
IPGP IPG Photonics Corp2.38%
OII Oceaneering International2.37%
ROK Rockwell Automation Inc2.29%

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