LBGAX : ClearBridge Mid Cap Growth Fund Class A

LBGAX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

LBGAX

ClearBridge Mid Cap Growth Fund Class A

FI Score

25 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

25% FI Score
  • lbgax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

ClearBridge Mid Cap Growth Fund Class A

Expenses: 1.12% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of medium capitalization companies or other investments with similar economic characteristics. The fund may invest up to 25% of its net assets in the securities of foreign companies. The fund normally invests in a relatively small number of stocks selected for their long-term growth potential.

Largest Holdings

Amount Holding
3.65% SBA Communications Corp
3.36% Splunk Inc
3.30% Fortinet Inc
3.28% Atlassian Corporation PLC A
2.99% Mettler-Toledo International Inc
2.70% Burlington Stores Inc
2.66% CoStar Group Inc
2.57% Martin Marietta Materials Inc
2.52% IDEXX Laboratories Inc
2.49% Biomarin Pharmaceutical Inc
2.47% Aspen Technology Inc
2.46% IDEX Corp
2.31% ServiceNow Inc
2.29% MercadoLibre Inc
2.24% Live Nation Entertainment Inc
2.06% Rockwell Automation Inc
2.00% Copart Inc
1.86% Citrix Systems Inc
1.85% Jack Henry & Associates Inc
1.85% Arista Networks Inc
1.81% Chewy Inc
1.75% Jones Lang LaSalle Inc
1.72% Progressive Corp
1.72% Syneos Health Inc A
1.71% Catalent Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo