Morningstar

ClearBridge Mid Cap Growth Fund Class I LBGIX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $43.67  /  +1.53 %
  • Fund Size $261.3M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis LBGIX

Will LBGIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LBGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LBGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LBGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Mid Cap Growth I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LBGIX

More LBGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Datadog Inc Class A

4.18 11M
Technology

Cloudflare Inc

3.92 10M
Technology

Comfort Systems USA Inc

3.07 8M
Industrials

Live Nation Entertainment Inc

2.52 7M
Communication Services

Robinhood Markets Inc Class A

2.30 6M
Financial Services

Natera Inc

2.29 6M
Healthcare

Vistra Corp

2.24 6M
Utilities

Lumentum Holdings Inc

2.17 6M
Technology

United Rentals Inc

2.15 6M
Industrials

Burlington Stores Inc

2.10 6M
Consumer Cyclical

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