ClearBridge Mid Cap Growth Fund Class IS
LCMIX
NASDAQ
Weiss Ratings | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | Franklin Templeton Investments | |||
Manager/Tenure (Years) | Brian M. Angerame (14), Aram E. Green (14), Matthew Lilling (4), 1 other | |||
Website | http://www.franklintempleton.com | |||
Fund Information | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 |
Click to Compare |
Click to Compare |
Dividend Yield | 0.00% | |||
Dividend | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 0.42% | |||
Asset Allocation | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 0.65% | |||
Stock | 99.35% | |||
U.S. Stock | 95.32% | |||
Non-U.S. Stock | 4.03% | |||
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 |
Click to Compare |
Click to Compare |
7-Day Total Return | 4.05% | |||
30-Day Total Return | 3.03% | |||
60-Day Total Return | -1.50% | |||
90-Day Total Return | -9.88% | |||
Year to Date Total Return | -4.30% | |||
1-Year Total Return | 10.67% | |||
2-Year Total Return | 39.36% | |||
3-Year Total Return | 27.91% | |||
5-Year Total Return | 93.18% | |||
Price | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 |
Click to Compare |
Click to Compare |
Nav | $43.12 | |||
1-Month Low NAV | $36.13 | |||
1-Month High NAV | $43.12 | |||
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 |
Click to Compare |
Click to Compare |
Beta | 1.03 | |||
Standard Deviation | 21.86 | |||
Balance Sheet | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 253.09M | |||
Operating Ratios | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.75% | |||
Turnover Ratio | 23.00% | |||
Performance | LCMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 24.34% | |||
Last Bear Market Total Return | -22.96% | |||