ClearBridge Mid Cap Growth Fund Class C (LBGCX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
39.50
+0.06 (0.15%)
Feb 7, 2025, 4:00 PM EST
21.17% (1Y)
Fund Assets | 97.09M |
Expense Ratio | 1.96% |
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 | 39.44 |
YTD Return | 7.89% |
1-Year Return | 21.17% |
5-Year Return | 73.67% |
52-Week Low | n/a |
52-Week High | n/a |
Beta (5Y) | n/a |
Holdings | 72 |
Inception Date | Aug 31, 2010 |
About LBGCX
LBGCX was founded on 2010-08-31. The Fund's investment strategy focuses on Capital Apprec with 1.86% total expense ratio. The minimum amount to invest in Legg Mason Partners Equity Trust: ClearBridge Mid Cap Growth Fund; Class C Shares is $1,000 on a standard taxable account. Legg Mason Partners Equity Trust: ClearBridge Mid Cap Growth Fund; Class C 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.
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LBGCX
Share Class Class C
Index Russell MidCap Growth TR
Performance
LBGCX had a total return of 21.17% in the past year. Since the fund's inception, the average annual return has been 11.73%, including dividends.
Top 10 Holdings
27.22% of assetsName | Symbol | Weight |
---|---|---|
AppLovin Corporation | APP | 4.40% |
HubSpot, Inc. | HUBS | 3.31% |
KKR & Co. Inc. | KKR | 2.78% |
Palantir Technologies Inc. | PLTR | 2.56% |
Chipotle Mexican Grill, Inc. | CMG | 2.49% |
Copart, Inc. | CPRT | 2.39% |
Tradeweb Markets Inc. | TW | 2.37% |
Marvell Technology, Inc. | MRVL | 2.33% |
Datadog, Inc. | DDOG | 2.31% |
Performance Food Group Company | PFGC | 2.30% |