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Clearbridge Mid Cap Growth Fund Class A: (MF: LBGAX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:55 PM ET

$42.03 USD

-0.05 (-0.12%)

Zacks MF Rank

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

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.91 64
3 months 2.46 63
6 months -0.69 78
1 Year 14.21 85
3 Year 14.58 69
5 Year 3.78 84
10 Year 11.60 60

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 1.38
5 Year 1.83
10 Year 10.04
Since Inception 11.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.80 NA NA NA
2025 -9.51 14.55 3.75 -4.46
2024 7.98 -4.60 6.77 7.71
2023 9.36 8.59 -6.04 15.24
2022 -13.52 -23.04 -3.65 3.68
2021 3.76 10.16 3.24 3.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.912.7418.4728.60-33.5222.3144.6330.50-5.9822.641.98
% Total Return Rel to Index -1.46-15.47-6.542.36-15.31-6.3626.23-0.98-1.590.85-9.95
% Total Return Rel to Peer -2.13-9.97-0.915.60-13.820.2624.712.070.871.97-5.83
% Perf Quintile vs Peer* 4.005.003.002.005.004.001.003.003.003.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.850.000.000.001.825.442.372.890.660.00
Expense Ratio 0.001.151.161.201.161.141.121.121.091.141.11

* 1 = Top 20%, 5 = Bottom 20%