Back to top
more

If you wish to go to ZacksFunds.com, click OK. If you do not, click Cancel.

Clearbridge Mid Cap Growth Fd Cl: (MF: LBGAX)

(MF) As of Aug 3, 2015 06:05 PM ET

 Add to portfolio

$24.41 USD

-0.13 (-0.53%)

Zacks MF Rank : NA - NA [?]

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Latest Performance as of Jun 30, 2015

Total Return %* Percentile Rank Objective
YTD 4.40 34
3 months 1.17 29
6 months 4.40 34
1 Year 8.73 6
3 Year 19.22 6
5 Year NA NA
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for LBGAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Not Rated
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 17.97
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 6/30/2015 40.55
%Turnover 6/30/2015 24.00

Risk

3 Year 5 Year 10 Year
Beta 1.10 NA NA
Alpha 0.25 NA NA
R Squared 0.68 NA NA
Std. Dev. 11.44 NA NA
Sharpe 1.73 NA NA

Sector / Country Weightings

As of 6/30/2015 % of Portfolio
United States 100.00

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2015)
% of Portfolio Value (Mil$)
FORTINET INC 2.98 2.79
SBA COMMUNICATIONS CORP 2.61 2.44
TOWERS WATSON & CO CL A 2.58 2.42
TRACTOR SUPPLY CO 2.57 2.41
JONES LANG LASALLE INC 2.54 2.38
ALLIANCE DATA SYSTEMS COR 2.53 2.37
PAREXEL INTL CORP 2.37 2.22
METTLER TOLEDO INTERNATIO 2.35 2.20
IPG PHOTONICS CORP 2.31 2.16

Stock Holding % of Net Assets

As Of 4/30/2015
Total Issues NA
Avg. P/E 27.69
Avg. P/Book 3.58
Avg. EPS Growth 13.29
Avg. Market Value (Mil $) 10,697

Allocation

% of Portfolio
Large Growth 38.76
Large Value 31.99
Small Growth 16.80
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00