ClearBridge Mid Cap Growth Fund Class C (LBGCX)
| Fund Assets | 272.94M |
| Expense Ratio | 1.95% |
| Min. Investment | $1,000 |
| Turnover | 23.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 37.90 |
| YTD Return | 2.65% |
| 1-Year Return | 15.74% |
| 5-Year Return | 61.12% |
| 52-Week Low | 29.26 |
| 52-Week High | 40.04 |
| Beta (5Y) | n/a |
| Holdings | 83 |
| Inception Date | Aug 31, 2010 |
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.
Performance
LBGCX had a total return of 15.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.00%.
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% |