ClearBridge Mid Cap Growth Fund Class R (LCMRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
41.52
-0.13 (-0.31%)
At close: Jun 27, 2025
17.99%
Fund Assets 97.09M
Expense Ratio 1.45%
Min. Investment $0.00
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 41.65
YTD Return 2.77%
1-Year Return 17.99%
5-Year Return 68.83%
52-Week Low 32.33
52-Week High 44.21
Beta (5Y) n/a
Holdings 83
Inception Date Sep 9, 2013

About LCMRX

LCMRX was founded on 2013-09-09. The Fund's investment strategy focuses on Capital Apprec with 1.45% total expense ratio. Legg Mason Partners Equity Trust: ClearBridge Mid Cap Growth Fund; Class R 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
Stock Exchange NASDAQ
Ticker Symbol LCMRX
Share Class Class R
Index Russell MidCap Growth TR

Performance

LCMRX had a total return of 17.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.32%.

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

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%
View More Holdings