LBGIX Mutual Fund

LBGIX Mutual Fund (ClearBridge Mid Cap Growth Fund Class I) is managed by Franklin Templeton Investments (US) with $68.7M in net assets. LBGIX expense ratio is 0.85%, holding 75 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2010-08-31.

LBGIX performance shows a YTD return of 2.24%. The 1-year return is 0.49% and the 5-year return is 3.22%. LBGIX dividend yield stands at 6.39%, paid annually.

LBGIX 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 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.