Skip to Content

ClearBridge Mid Cap Growth C LBGCX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 31.71  /  −0.25 %
  • Total Assets 248.6 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 14%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LBGCX

Will LBGCX outperform in future?

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

Strength in ClearBridge Mid Cap Growth C'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 most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LBGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chipotle Mexican Grill Inc

3.57 9.4 Mil
Consumer Cyclical

HubSpot Inc

3.09 8.1 Mil
Technology

Copart Inc

3.06 8.1 Mil
Industrials

IDEXX Laboratories Inc

2.91 7.7 Mil
Healthcare

Icon PLC

2.90 7.7 Mil
Healthcare

Marvell Technology Inc

2.57 6.8 Mil
Technology

Martin Marietta Materials Inc

2.53 6.7 Mil
Basic Materials

Fortinet Inc

2.31 6.1 Mil
Technology

Mettler-Toledo International Inc

2.28 6.0 Mil
Healthcare

WillScot Mobile Mini Holdings Corp

2.26 6.0 Mil
Industrials