Back to top
Clearbridge Mid Cap Growth Fund Class A: (MF: LBGAX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$36.34 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.98 | 76 |
| 3 months | 7.98 | 76 |
| 6 months | 24.44 | 37 |
| 1 Year | 26.98 | 50 |
| 3 Year | 2.86 | 85 |
| 5 Year | 12.29 | 50 |
| 10 Year | 10.19 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 20.36 |
| 5 Year | 11.09 |
| 10 Year | 9.60 |
| Since Inception | 12.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.98 | NA | NA | NA |
| 2023 | 9.36 | 8.59 | -6.04 | 15.24 |
| 2022 | -13.52 | -23.04 | -3.65 | 3.68 |
| 2021 | 3.76 | 10.16 | 3.24 | 3.63 |
| 2020 | -18.57 | 32.17 | 11.94 | 20.03 |
| 2019 | 19.36 | 6.28 | -2.87 | 5.91 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.98 | 28.60 | -33.52 | 22.31 | 44.63 | 30.50 | -5.98 | 22.64 | 1.98 | 0.13 | 7.16 |
| % Total Return Rel to Index | -2.57 | 2.36 | -15.31 | -6.36 | 26.23 | -0.98 | -1.59 | 0.85 | -9.95 | -1.25 | -6.48 |
| % Total Return Rel to Peer | -1.97 | 5.60 | -13.82 | 0.26 | 24.71 | 2.07 | 0.87 | 1.97 | -5.83 | 1.72 | -1.04 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 4.00 | 1.00 | 3.00 | 3.00 | 3.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.82 | 5.44 | 2.37 | 2.89 | 0.66 | 0.00 | 0.00 | 0.48 |
| Expense Ratio | 0.00 | 1.20 | 1.16 | 1.14 | 1.12 | 1.12 | 1.09 | 1.14 | 1.11 | 1.29 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%