Morningstar

ClearBridge Mid Cap Growth Fund Class A LBGAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 42.98  /  −0.85 %
  • Total Assets 279.6M
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.150%
  • 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 0.00
  • Turnover 32%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:55 AM GMT+0

Morningstar’s Analysis LBGAX

Will LBGAX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Mid Cap Growth A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LBGAX

More LBGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

4.97 14M
Industrials

Monolithic Power Systems Inc

4.18 12M
Technology

Datadog Inc Class A

3.53 10M
Technology

United Rentals Inc

2.81 8M
Industrials

Hilton Worldwide Holdings Inc

2.70 8M
Consumer Cyclical

RBC Bearings Inc

2.67 8M
Industrials

Live Nation Entertainment Inc

2.48 7M
Communication Services

Casey's General Stores Inc

2.47 7M
Consumer Cyclical

Burlington Stores Inc

2.38 7M
Consumer Cyclical

Royal Caribbean Group

2.34 7M
Consumer Cyclical

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