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% (1Y)
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% |
Top 10 Holdings
27.22% of assetsName | 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% |