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Clearbridge Growth Fund Class R: (MF: LMPRX)
(NASDAQ Mutual Funds) As of Jul 21, 2025 08:00 PM ET
$98.15 USD
-0.29 (-0.30%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.32 | 12 |
| 3 months | 18.58 | 25 |
| 6 months | 9.32 | 12 |
| 1 Year | 15.47 | 38 |
| 3 Year | 15.01 | 72 |
| 5 Year | 8.71 | 83 |
| 10 Year | 6.14 | 83 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.94 |
| Bull Market (2/09 - 3/21) | 595.95 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.47 |
| 5 Year | 8.71 |
| 10 Year | 6.14 |
| Since Inception | 7.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.81 | 18.58 | NA | NA |
| 2024 | 4.00 | 1.77 | 2.28 | 3.26 |
| 2023 | 7.21 | 5.59 | -5.56 | 15.32 |
| 2022 | -8.78 | -19.33 | -2.15 | 3.17 |
| 2021 | 5.66 | 5.89 | -6.32 | 2.51 |
| 2020 | -19.50 | 17.22 | 6.52 | 18.51 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.32 | 11.79 | 23.30 | -25.72 | 7.45 | 19.11 | 23.80 | -8.24 | 13.93 | 5.39 | -4.68 |
| % Total Return Rel to Index | 3.11 | -13.22 | -2.94 | -7.51 | -21.22 | 0.71 | -7.68 | -3.84 | -7.85 | -6.54 | -6.07 |
| % Total Return Rel to Peer | 5.76 | -10.21 | -2.82 | -0.85 | -7.37 | -6.66 | -1.40 | -3.82 | -5.30 | 1.89 | -4.85 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 4.00 | 5.00 | 4.00 | 5.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.05 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.02 | 0.00 |
| Capital Gains ($) | 0.00 | 19.98 | 14.24 | 15.07 | 38.78 | 32.02 | 21.42 | 29.84 | 11.75 | 8.31 | 7.55 |
| Expense Ratio | 1.44 | 1.44 | 1.42 | 1.45 | 1.44 | 1.42 | 1.42 | 1.41 | 1.42 | 1.43 | 1.41 |
* 1 = Top 20%, 5 = Bottom 20%