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ClearBridge Mid Cap Growth I LBGIX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 39.54  /  +0.05 %
  • Total Assets 253.9 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 14%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis LBGIX

Will LBGIX outperform in future?

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

ClearBridge Mid Cap Growth I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings LBGIX

  • 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