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 | 43.83 |
| YTD Return | 2.92% |
| 1-Year Return | 18.37% |
| 5-Year Return | 71.35% |
| 52-Week Low | 34.00 |
| 52-Week High | 46.47 |
| Beta (5Y) | n/a |
| Holdings | 83 |
| 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 18.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.03%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
28.40% of assets| Name | Symbol | Weight |
|---|---|---|
| Palantir Technologies Inc. | PLTR | 5.71% |
| AppLovin Corporation | APP | 5.00% |
| Performance Food Group Company | PFGC | 2.44% |
| HubSpot, Inc. | HUBS | 2.40% |
| Casey's General Stores, Inc. | CASY | 2.20% |
| Copart, Inc. | CPRT | 2.15% |
| MercadoLibre, Inc. | MELI | 2.14% |
| Martin Marietta Materials, Inc. | MLM | 2.14% |
| Monolithic Power Systems, Inc. | MPWR | 2.13% |
| Vistra Corp. | VST | 2.09% |