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

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:12 PM ET

$44.05 USD

-0.44 (-0.99%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.48 65
3 months -2.99 78
6 months -2.03 90
1 Year -2.49 93
3 Year 12.80 64
5 Year 5.33 85
10 Year 12.63 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 Jan 31, 2026

1 Year 3.02
5 Year 5.27
10 Year 11.27
Since Inception 12.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 0.483.0218.8329.07-33.3122.7045.0930.87-5.7622.982.25
% Total Return Rel to Index 0.00-15.19-6.192.82-15.10-5.9826.69-0.62-1.371.19-9.68
% Total Return Rel to Peer 0.00-9.68-0.566.07-13.610.6425.182.441.092.31-5.56
% Perf Quintile vs Peer* 0.000.000.002.005.003.001.003.003.003.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield NA0.000.000.000.000.000.000.000.000.000.00
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%