ClearBridge Mid Cap Growth Fund Class R (LCMRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
43.04
-0.11 (-0.25%)
Jan 24, 2025, 4:00 PM EST
22.48%
Fund Assets 97.09M
Expense Ratio 1.46%
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 43.15
YTD Return 6.54%
1-Year Return 22.48%
5-Year Return 74.78%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 72
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
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LCMRX
Share Class Class R
Index Russell MidCap Growth TR

Performance

LCMRX had a total return of 22.48% in the past year. Since the fund's inception, the average annual return has been 11.02%, including dividends.

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 0.37%

Other Share Classes

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

Symbol Share Class Expense Ratio
LCMIX Class Is 0.76%
LBGIX Class I 0.86%
LBGAX Class A 1.21%
LBGCX Class C 1.96%

Top 10 Holdings

27.22% of assets
Name 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%
View More Holdings