Morningstar

ClearBridge Mid Cap Growth Fund Class I LBGIX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 44.88  /  −0.24 %
  • Total Assets 274.1M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 32%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:51 AM GMT+0

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.

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Portfolio Holdings LBGIX

More LBGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Datadog Inc Class A

3.65 11M
Technology

Comfort Systems USA Inc

3.58 10M
Industrials

Live Nation Entertainment Inc

2.64 8M
Communication Services

Cloudflare Inc

2.54 7M
Technology

United Rentals Inc

2.39 7M
Industrials

Vistra Corp

2.36 7M
Utilities

Casey's General Stores Inc

2.32 7M
Consumer Cyclical

Burlington Stores Inc

2.28 7M
Consumer Cyclical

Performance Food Group Co

2.23 6M
Consumer Defensive

Axon Enterprise Inc

2.14 6M
Industrials

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