Back to top

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

(MF) As of Apr 22, 2014 06:05 PM ET

 Add to portfolio

$22.15 USD

+0.14 (0.64%)

Zacks MF Rank : 5 - Strong Sell [?]         5

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

General Information as of Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 1.85
Objective* Equity - Global
Peer* GL MB

*Key

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 [?] Rank Change Trend Strong Sell 5
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 18.39
Net Assets (Mil $) 3/31/2014 19.49
%Turnover 3/31/2014 76.00

Allocation

% of Portfolio
Large Growth 47.28
Large Value 10.91
Small Growth 27.28
Small Value 0.00
Foreign Stock 0.00
Emerging Market 5.80
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
United States 98.15
United Kingdom 1.85

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
ALEXION PHARMACEUTICALS I 3.36 1.34
MEDNAX INC 2.86 1.14
IDEX CORP 2.76 1.11
UNITED RENTALS INC 2.74 1.10
SBA COMMUNICATIONS CORP 2.59 1.04
FORTINET INC 2.51 1.00
FEI 2.41 0.97
ROSS STORES INC 2.36 0.94
ROCKWELL AUTOMATION INC 2.33 0.93

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues NA
Avg. P/E 25.93
Avg. P/Book 3.81
Avg. EPS Growth 14.98
Avg. Market Value (Mil $) 9,059

Risk

3 Year 5 Year 10 Year
Beta 1.41 NA NA
Alpha -3.48 NA NA
R Squared 0.86 NA NA
Std. Dev. 19.05 NA NA
Sharpe 0.96 NA NA