ClearBridge Mid Cap Growth Fund Class IS
LCMIX
NASDAQ
Weiss Ratings | LCMIX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | LCMIX-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 | LCMIX-NASDAQ | Click to Compare |
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Fund Name | ClearBridge Mid Cap Growth Fund Class IS | |||
Category | Mid-Cap Growth | |||
Sub-Category | US Equity Mid Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Sep 09, 2013 | |||
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 | LCMIX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | LCMIX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.40% | |||
Asset Allocation | LCMIX-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 | LCMIX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.43% | |||
30-Day Total Return | 4.27% | |||
60-Day Total Return | 2.73% | |||
90-Day Total Return | 20.87% | |||
Year to Date Total Return | 4.97% | |||
1-Year Total Return | 22.06% | |||
2-Year Total Return | 30.01% | |||
3-Year Total Return | 53.62% | |||
5-Year Total Return | 72.03% | |||
Price | LCMIX-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 | LCMIX-NASDAQ | Click to Compare |
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Nav | $47.30 | |||
1-Month Low NAV | $45.23 | |||
1-Month High NAV | $47.30 | |||
52-Week Low NAV | $36.13 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $49.34 | |||
52-Week High Price (Date) | Feb 10, 2025 | |||
Beta / Standard Deviation | LCMIX-NASDAQ | Click to Compare |
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Beta | 1.02 | |||
Standard Deviation | 21.32 | |||
Balance Sheet | LCMIX-NASDAQ | Click to Compare |
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Total Assets | 282.48M | |||
Operating Ratios | LCMIX-NASDAQ | Click to Compare |
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Expense Ratio | 0.75% | |||
Turnover Ratio | 23.00% | |||
Performance | LCMIX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 24.34% | |||
Last Bear Market Total Return | -22.96% | |||