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Morningstar

ClearBridge Mid Cap Growth I LBGIX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 38.22  /  +0.16 %
  • Total Assets 246.7 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 Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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.

  • 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.

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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LBGIX

More LBGIX Holdings
  • 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

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Consumer Cyclical

HubSpot Inc

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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