LCMRX – ClearBridge Mid Cap Growth R Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of medium capitalization companies or other investments with similar economic characteristics. The fund may invest up to 25% of its net assets in the securities of foreign companies. The fund normally invests in a relatively small number of stocks selected for their long-term growth potential.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LBGIX	ClearBridge Mid Cap Growth Fund Class I	Institutional	Open			Aug 31, 2010	$64.02M	0.850%	Average	$1M	−$13.30M
LCMIX	ClearBridge Mid Cap Growth Fund Class IS	Institutional	Open			Sep 9, 2013	$56.45M	0.750%	Below Average	$1M	−$7.94M
LBGAX	ClearBridge Mid Cap Growth Fund Class A	Front Load	Open			Aug 31, 2010	$147.87M	1.200%	Above Average	$1,000	−$9.26M
LBGCX	ClearBridge Mid Cap Growth Fund Class C	Level Load	Open			Aug 31, 2010	$1.26M	1.950%	Above Average	$1,000	−$612,406.35
LCMRX	ClearBridge Mid Cap Growth Fund Class R	Retirement, Medium	Open			Sep 9, 2013	$1.22M	1.450%	High	$0	−$272,551.19

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