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% (1Y)
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.
Top 10 Holdings
28.40% of assetsName | 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% |