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Clearbridge Mid Cap Growth Fund Class I: (MF: LBGIX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:05 PM ET

$45.35 USD

0.00 (NA)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.21 79
3 months 3.49 72
6 months 3.32 85
1 Year 8.57 88
3 Year 14.83 77
5 Year 4.81 84
10 Year 12.02 58

* 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 May 31, 2026

1 Year 7.27
5 Year 3.25
10 Year 10.96
Since Inception 11.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.72 NA NA NA
2025 -9.45 14.61 3.85 -4.40
2024 8.04 -4.52 6.84 7.80
2023 9.46 8.67 -5.93 15.34
2022 -13.46 -22.98 -3.60 3.80
2021 3.84 10.22 3.35 3.71

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.213.0218.8329.07-33.3122.7045.0930.87-5.7622.982.25
% Total Return Rel to Index -2.68-15.19-6.192.82-15.10-5.9826.69-0.62-1.371.19-9.68
% Total Return Rel to Peer -2.05-9.68-0.566.07-13.610.6425.182.441.092.31-5.56
% Perf Quintile vs Peer* 4.005.003.002.005.003.001.003.003.003.005.00
% 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 0.000.850.850.850.850.800.820.830.830.870.82

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