Nasdaq - Delayed Quote USD

ClearBridge Mid Cap Growth A (LBGAX)

40.52 +0.71 (+1.78%)
At close: November 5 at 6:45 PM EST
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DELL
  • Previous Close 39.81
  • YTD Return 9.99%
  • Expense Ratio 1.21%
  • Category Mid-Cap Growth
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 258.83M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.01
  • Inception Date Sep 9, 2013

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.

Franklin Templeton Investments

Fund Family

Mid-Cap Growth

Fund Category

258.83M

Net Assets

2013-09-09

Inception Date

Performance Overview: LBGAX

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Trailing returns as of 11/4/2024. Category is Mid-Cap Growth.

YTD Return

LBGAX
9.99%
Category
10.80%
?

1-Year Return

LBGAX
26.76%
Category
48.17%
?

3-Year Return

LBGAX
0.86%
Category
21.26%
?

5-Year Return

LBGAX
12.00%
Category
20.18%
?

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Holdings: LBGAX

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Top 10 Holdings (26.90% of Total Assets)

SymbolCompany% Assets
MPWR
MPWR 3.13%
CMG
CMG 3.05%
APP
APP 2.90%
HUBS
HUBS 2.67%
KKR
KKR 2.60%
CPRT
CPRT 2.55%
IDXX
IDXX 2.54%
MTD
MTD 2.50%
ICLR
ICLR 2.48%
URI
URI 2.48%

Sector Weightings

Recent News: LBGAX

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Research Reports: LBGAX

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