Morningstar

ClearBridge Mid Cap Growth Fund Class R LCMRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $38.72  /  +1.49 %
  • Fund Size $261.3M
  • Adjusted Expense Ratio 1.450%
  • Net Expense Ratio 1.450%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis LCMRX

Will LCMRX 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 LCMRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCMRX 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 LCMRX’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 R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LCMRX

More LCMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Datadog Inc Class A

4.18 11M
Technology

Cloudflare Inc

3.92 10M
Technology

Comfort Systems USA Inc

3.07 8M
Industrials

Live Nation Entertainment Inc

2.52 7M
Communication Services

Robinhood Markets Inc Class A

2.30 6M
Financial Services

Natera Inc

2.29 6M
Healthcare

Vistra Corp

2.24 6M
Utilities

Lumentum Holdings Inc

2.17 6M
Technology

United Rentals Inc

2.15 6M
Industrials

Burlington Stores Inc

2.10 6M
Consumer Cyclical

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