ClearBridge Mid Cap Growth Fund Class R (LCMRX)

Fund Assets	288.47M
Expense Ratio	1.45%
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	41.96
YTD Return	2.75%
1-Year Return	21.37%
5-Year Return	56.05%
52-Week Low	32.33
52-Week High	44.21
Beta (5Y)	n/a
Holdings	85
Inception Date	Sep 9, 2013

About LCMRX

ClearBridge Mid Cap Growth Fund Class R is a mutual fund designed to pursue long-term capital appreciation by investing in a diversified portfolio primarily composed of mid-sized companies. The fund is managed by ClearBridge, a well-known investment manager, and typically maintains a selection of 40 to 70 stocks believed to offer robust growth potential. Its strategy emphasizes identifying companies with exploitable multi-year growth trends, spanning a wide range of sectors, including technology, consumer discretionary, healthcare, and industrials. This approach aims to provide investors with exposure to dynamic, growing enterprises that are positioned between small-cap and large-cap entities, offering a balance of innovation and market stability. The fund is distinguished by its experienced management team and disciplined investment process, seeking to navigate market cycles and capitalize on emerging opportunities within the mid-cap segment. ClearBridge Mid Cap Growth Fund Class R plays a strategic role in portfolios for investors targeting mid-market growth while mitigating some of the volatility associated with smaller companies.

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

Performance

LCMRX had a total return of 21.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.21%.

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%
LBGCX	Class C	1.95%

Top 10 Holdings

22.35% of assets

Name	Symbol	Weight
Vistra Corp.	VST	2.44%
Casey's General Stores, Inc.	CASY	2.37%
Performance Food Group Company	PFGC	2.31%
Monolithic Power Systems, Inc.	MPWR	2.27%
Chipotle Mexican Grill, Inc.	CMG	2.25%
Vertiv Holdings Co	VRT	2.22%
HubSpot, Inc.	HUBS	2.19%
United Rentals, Inc.	URI	2.12%
MercadoLibre, Inc.	MELI	2.11%
Martin Marietta Materials, Inc.	MLM	2.07%