LBGAX Mutual Fund

LBGAX Mutual Fund (ClearBridge Mid Cap Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $157.8M in net assets. LBGAX expense ratio is 1.20%, holding 75 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2010-08-31.

LBGAX performance shows a YTD return of 2.04%. The 1-year return is 0.16% and the 5-year return is 2.93%. LBGAX dividend yield stands at 6.79%, paid annually.

LBGAX top holdings include Vertiv Holding Corp (5.6%), Monolithic Power Systems Inc Mpwr Us Equity (4.6%), Rbc Bearings Inc (2.9%), Hilton Worldwide Holdings, Inc. (2.8%), United Rentals Inc. (2.7%). Go to all LBGAX holdings, LBGAX sectors, or LBGAX dividends.

LBGAX can be compared against other funds. Use LBGAX overlap to find shared positions, or LBGAX vs another fund for a side-by-side view. LBGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.