ClearBridge Mid Cap Growth IS 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.
ClearBridge Mid Cap Growth Fund Class IS LCMIX
- NAV / 1-Day Return 45.11 / −2.40 %
- Total Assets 276.3M
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.750%
- Distribution Fee Level Below 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 Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:03 AM GMT+0
Morningstar’s Analysis LCMIX
Will LCMIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LCMIX 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 LCMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Vertiv Holdings Co Class A | 5.57 | 16M | Industrials |
Monolithic Power Systems Inc | 4.64 | 13M | Technology |
RBC Bearings Inc | 2.93 | 8M | Industrials |
Hilton Worldwide Holdings Inc | 2.81 | 8M | Consumer Cyclical |
United Rentals Inc | 2.74 | 8M | Industrials |
Casey's General Stores Inc | 2.68 | 7M | Consumer Cyclical |
Burlington Stores Inc | 2.37 | 7M | Consumer Cyclical |
Live Nation Entertainment Inc | 2.35 | 7M | Communication Services |
Carvana Co Class A | 2.32 | 6M | Consumer Cyclical |
Comfort Systems USA Inc | 2.31 | 6M | Industrials |
United States