LBGIX Mutual Fund

LBGIX Mutual Fund (ClearBridge Mid Cap Growth Fund Class I) is managed by Franklin Templeton Investments (US) with $56.2M in net assets. LBGIX expense ratio is 0.85%, holding 79 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2010-08-31.

LBGIX performance shows a YTD return of -3.09%. The 1-year return is -0.04% and the 5-year return is 1.92%.

LBGIX top holdings include Datadog Inc. Class A (4.2%), Cloudflare Inc (180 Day Lockup) (3.9%), Comfort Systems USA Inc. (3.1%), Live Nation Entertainment Inc. (2.5%), Robinhood Markets Inc - A (2.3%). Go to all LBGIX holdings, LBGIX sectors, or LBGIX dividends.

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