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(MF) As of Apr 28, 2016 06:06 PM ET
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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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Latest Performance as of Mar 31, 2016
Total Return %*
Percentile Rank Objective
* Annual for three years and beyond.
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%Unrealized Gain YTD
% SEC Yield
Net Assets (Mil $) 3/31/2016
Sector / Country Weightings
As of 3/31/2016
% of Portfolio
Top Equity Holdings
(As of 1/31/2016) % of Portfolio
ROSS STORES INC
CASEY S GENERAL STORES IN 2.74
METTLER TOLEDO INTERNATIO 2.74
SBA COMMUNICATIONS CORP
JONES LANG LASALLE INC
PAREXEL INTL CORP
TRACTOR SUPPLY CO
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Clearbridge Mid Cap Growth Fd Cl LBGAX
Zacks News for LBGAX
No Record found.
Other News for LBGAX
No Record found.
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in October 1999 and is managed by the Lutheran Brotherhood Research Corporation. The objective of the fund is to seek long-term growth of capital by investing primarily in common stocks of large companies that show above-average potential for growth in earnings. The fund invests primarily in the common stocks of growth companies with large market capitalizations. The fund focuses on companies that the advisor believes have demonstrated and sustained above-average earnings growth over time. The fund also invests in companies that are expected to develop rapid sales and earnings growth in the future when compared to the economy and stock market as a whole. Dividends are declared and paid annually. Capital gains distributions, if any, are usually declared in December for the prior fiscal year ending October 31.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly, an independent accounting firm.
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