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	37.69
YTD Return	4.37%
1-Year Return	20.27%
5-Year Return	66.35%
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.

• Fund Family: Franklin Templeton Investments
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: LBGCX
• Share Class: Class C
• Index: Russell MidCap Growth TR

Performance

LBGCX had a total return of 20.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.15%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LCMIX	Class Is	0.75%
LBGIX	Class I	0.85%
LBGAX	Class A	1.20%
LCMRX	Class R	1.45%

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%