ClearBridge Mid Cap Growth Fund Class I
LBGIX
NASDAQ
| Weiss Ratings | LBGIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LBGIX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brian M. Angerame (14), Aram E. Green (14), Matthew Lilling (5), 1 other | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | LBGIX-NASDAQ | Click to Compare |
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| Fund Name | ClearBridge Mid Cap Growth Fund Class I | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 31, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LBGIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LBGIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.40% | |||
| Asset Allocation | LBGIX-NASDAQ | Click to Compare |
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| Cash | -0.04% | |||
| Stock | 100.04% | |||
| U.S. Stock | 97.93% | |||
| Non-U.S. Stock | 2.11% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LBGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.91% | |||
| 30-Day Total Return | 3.32% | |||
| 60-Day Total Return | 8.17% | |||
| 90-Day Total Return | 19.14% | |||
| Year to Date Total Return | 3.48% | |||
| 1-Year Total Return | 19.51% | |||
| 2-Year Total Return | 33.89% | |||
| 3-Year Total Return | 56.52% | |||
| 5-Year Total Return | 72.79% | |||
| Price | LBGIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LBGIX-NASDAQ | Click to Compare |
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| Nav | $46.30 | |||
| 1-Month Low NAV | $44.77 | |||
| 1-Month High NAV | $46.43 | |||
| 52-Week Low NAV | $35.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $48.99 | |||
| 52-Week High Price (Date) | Feb 10, 2025 | |||
| Beta / Standard Deviation | LBGIX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 21.32 | |||
| Balance Sheet | LBGIX-NASDAQ | Click to Compare |
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| Total Assets | 282.48M | |||
| Operating Ratios | LBGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.85% | |||
| Turnover Ratio | 23.00% | |||
| Performance | LBGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.29% | |||
| Last Bear Market Total Return | -22.98% | |||