Nasdaq - Delayed Quote USD

ClearBridge Mid Cap Growth I (LBGIX)

41.54
+0.70
+(1.71%)
As of 8:06:25 AM EDT. Market Open.
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  • Previous Close 40.84
  • YTD Return -0.74%
  • Expense Ratio 0.85%
  • Category Mid-Cap Growth
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 272.58M
  • Beta (5Y Monthly) 1.21
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.02
  • Inception Date Aug 31, 2010

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

272.58M

Net Assets

2010-08-31

Inception Date

Performance Overview: LBGIX

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Trailing returns as of 4/1/2025. Category is Mid-Cap Growth.

YTD Return

LBGIX
0.74%
Category
10.80%
 

1-Year Return

LBGIX
10.89%
Category
48.17%
 

3-Year Return

LBGIX
5.41%
Category
21.26%
 

5-Year Return

LBGIX
13.75%
Category
20.18%
 

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Holdings: LBGIX

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Sector Weightings

SectorLBGIX
Technology   33.46%
Industrials   15.75%
Healthcare   13.09%
Energy   4.06%
Real Estate   2.50%
Utilities   1.37%

Recent News: LBGIX

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Research Reports: LBGIX

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