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Morningstar

ClearBridge Mid Cap Growth A LBGAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 36.54  /  −1.80 %
  • Total Assets 253.4 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 14%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

Morningstar’s Analysis LBGAX

Will LBGAX outperform in 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 LBGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LBGAX 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 LBGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in ClearBridge Mid Cap Growth A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LBGAX

More LBGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HubSpot Inc

3.13 7.5 Mil
Technology

Chipotle Mexican Grill Inc

3.07 7.4 Mil
Consumer Cyclical

IDEXX Laboratories Inc

2.92 7.1 Mil
Healthcare

Copart Inc

2.83 6.8 Mil
Industrials

Icon PLC

2.68 6.5 Mil
Healthcare

Marvell Technology Inc

2.50 6.0 Mil
Technology

WillScot Mobile Mini Holdings Corp

2.36 5.7 Mil
Industrials

Monolithic Power Systems Inc

2.29 5.5 Mil
Technology

Mettler-Toledo International Inc

2.27 5.5 Mil
Healthcare

Martin Marietta Materials Inc

2.25 5.4 Mil
Basic Materials