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Nasdaq - Delayed Quote USD

ClearBridge Mid Cap Growth A (LBGAX)

36.84
-2.55
(-6.47%)
At close: 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.21%
5y Average Return 16.50%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Apr 2, 2025) 44.62%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 44.62%
Worst 3Y Total Return 0.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LBGAX
Category
YTD
-0.78%
10.80%
1-Month
-6.55%
4.43%
3-Month
-6.00%
7.00%
1-Year
10.55%
48.17%
3-Year
5.06%
21.26%
5-Year
13.39%
20.18%
10-Year
10.18%
14.07%
Last Bull Market
24.02%
27.14%
Last Bear Market
-23.04%
-21.26%

Annual Total Return (%) History

Year
LBGAX
Category
2025
--
--
2024
18.48%
--
2023
28.61%
--
2022
-33.52%
--
2021
22.33%
--
2020
44.62%
39.26%
2019
30.51%
32.52%
2018
-5.99%
-6.65%

2017
22.66%
23.91%
2016
1.98%
6.03%
2015
0.13%
-0.95%
2014
7.15%
7.00%
2013
37.11%
34.93%
2012
20.57%
14.07%
2011
2.13%
-3.96%
2010
--
24.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.52% -- -- --
2024 7.98% -4.60% 6.77% 7.71%
2023 9.37% 8.60% -6.04% 15.25%
2022 -13.53% -23.04% -3.66% 3.68%
2021 3.77% 10.17% 3.25% 3.64%
2020 -18.57% 32.18% 11.95% 20.03%
2019 19.36% 6.29% -2.87% 5.91%
2018 3.21% 0.85% 8.31% -16.61%
2017 6.22% 3.42% 3.31% 8.08%
2016 -3.15% -0.62% 4.93% 0.98%

2015 3.20% 1.17% -8.81% 5.17%
2014 1.86% 1.02% -2.07% 6.33%
2013 8.82% 2.44% 14.20% 7.70%
2012 17.54% -7.13% 5.55% 4.65%
2011 9.24% 0.13% -22.68% 20.76%
2010 12.87% -- -- --

Rank in Category (By Total Return)

YTD 48
1-Month 62
3-Month 31
1-Year 27
3-Year 46
5-Year 10

Load Adjusted Returns

1-Year 4.47%
3-Year 3.10%
5-Year 12.12%
10-Year 9.56%

Performance & Risk

YTD Return -7.21%
5y Average Return 16.50%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Franklin Templeton Investments
Net Assets 272.58M
YTD Return -0.78%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2010

Fund Summary

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.

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