Clearbridge Mid Cap Growth Fund Class A: (MF: LBGAX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$36.34 USD
0.00 (NA)
Fund Description
The fund was incepted in October 1999 and is managed by ClearBridge. The objective of the fund is to seek long-term growth of capital by investing primarily in common stocks of large companies that show above-average potential for growth in earnings. The fund invests primarily in the common stocks of growth companies with large market capitalizations. The fund focuses on companies that the advisor believes have demonstrated and sustained above-average earnings growth over time. The fund also invests in companies that are expected to develop rapid sales and earnings growth in the future when compared to the economy and stock market as a whole. Dividends are declared and paid annually. Capital gains distributions, if any, are usually declared in December for the prior fiscal year ending October 31.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| ClearBridge Mid Cap Growth A | LBGAX | 5.50 | NA | 0.00 | 0.25 | 0.75 | 1.20 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason ClrBrdg Mid Cap Growth A | LBGAX | 36.34 | 9/1/2010 | 0.00 | 26.98 | 2.86 | 12.29 |
| Legg Mason ClrBrdg Mid Cap Growth C | LBGCX | 33.17 | 9/1/2010 | 0.00 | 26.13 | 2.13 | 11.47 |
| Legg Mason ClrBrdg Mid Cap Growth I | LBGIX | 40.24 | 9/1/2010 | 0.00 | 27.40 | 3.19 | 12.65 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| ClearBridge Mid Cap Growth A | LBGAX | 1000 | 50 | 250 | A |
Contact Information
| Family | Franklin |
| Address | One Franklin Parkway San Mateo, CA 94403 |
| Phone | 800 342-5236 |