About LBGCX
The ClearBridge Mid Cap Growth Fund Class C is a mutual fund targeting capital appreciation through investments in medium-sized, growth-oriented companies. Launched in August 2010, the fund’s primary objective is long-term growth by focusing on companies that demonstrate strong potential for earnings, sales, and cash flow expansion. ClearBridge Mid Cap Growth Fund Class C invests at least 80% of its net assets in U.S. mid-cap equities, with the flexibility to allocate up to 25% in foreign company securities, providing a diversified exposure to the global mid-cap growth segment. Its portfolio typically consists of 70–80 holdings, with the top positions spread across technology, consumer discretionary, industrials, and healthcare sectors, reflecting a focus on innovation and market adaptability. The fund is managed by a team known for its robust research capabilities, though its expense ratio is considered above average compared to peers. This blend of selectivity and growth orientation positions the ClearBridge Mid Cap Growth Fund Class C as a notable vehicle for investors seeking exposure to dynamic, rapidly expanding companies within the broader U.S. equity landscape. Its performance is benchmarked against the Russell Mid Cap Growth Index, underscoring its role as a growth-oriented contender in the mid-cap mutual fund universe.
Fund Family Franklin Templeton Investments
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LBGCX
Share Class Class C
Index Russell MidCap Growth TR
LBGCX had a total return of 1.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.65%.
