ClearBridge Mid Cap Growth Fund Class A (LBGAX)
| Fund Assets | 199.63M |
| Expense Ratio | 1.20% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 45.08 |
| YTD Return | 4.95% |
| 1-Year Return | 16.84% |
| 5-Year Return | 100.64% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 73 |
| Inception Date | Aug 31, 2010 |
About LBGAX
LBGAX was founded on 2010-08-31. The Fund's investment strategy focuses on Capital Apprec with 1.12% total expense ratio. The minimum amount to invest in Legg Mason Partners Equity Trust: ClearBridge Mid Cap Growth Fund; Class A Shares is $1,000 on a standard taxable account. Legg Mason Partners Equity Trust: ClearBridge Mid Cap Growth Fund; Class A Shares seeks long-term growth of capital. The fund invests at least 80% of its net assets in equity securities of medium capitalization companies. The fund may invest up to 25% of its net assets in the securities of foreign companies.
Performance
LBGAX had a total return of 16.84% in the past year. Since the fund's inception, the average annual return has been 13.48%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
27.15% of assets| Name | Symbol | Weight |
|---|---|---|
| AppLovin Corporation | APP | 4.71% |
| HubSpot, Inc. | HUBS | 3.47% |
| KKR & Co. Inc. | KKR | 2.95% |
| Palantir Technologies Inc. | PLTR | 2.63% |
| Performance Food Group Company | PFGC | 2.31% |
| Chipotle Mexican Grill, Inc. | CMG | 2.26% |
| Copart, Inc. | CPRT | 2.26% |
| Marvell Technology, Inc. | MRVL | 2.24% |
| Datadog, Inc. | DDOG | 2.16% |
| Tradeweb Markets Inc. | TW | 2.16% |