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Clearbridge Mid Cap Growth Fund Class A: (MF: LBGAX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$44.53 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.65 | 67 |
| 3 months | 14.55 | 29 |
| 6 months | 3.65 | 67 |
| 1 Year | 19.21 | 12 |
| 3 Year | 16.41 | 49 |
| 5 Year | 11.53 | 75 |
| 10 Year | 10.57 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 12.99 |
| 5 Year | 10.34 |
| 10 Year | 9.99 |
| Since Inception | 12.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.51 | 14.55 | NA | NA |
| 2024 | 7.98 | -4.60 | 6.77 | 7.71 |
| 2023 | 9.36 | 8.59 | -6.04 | 15.24 |
| 2022 | -13.52 | -23.04 | -3.65 | 3.68 |
| 2021 | 3.76 | 10.16 | 3.24 | 3.63 |
| 2020 | -18.57 | 32.17 | 11.94 | 20.03 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.65 | 18.47 | 28.60 | -33.52 | 22.31 | 44.63 | 30.50 | -5.98 | 22.64 | 1.98 | 0.13 |
| % Total Return Rel to Index | -2.55 | -6.54 | 2.36 | -15.31 | -6.36 | 26.23 | -0.98 | -1.59 | 0.85 | -9.95 | -1.25 |
| % Total Return Rel to Peer | -1.49 | -0.91 | 5.60 | -13.82 | 0.26 | 24.71 | 2.07 | 0.87 | 1.97 | -5.83 | 1.72 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 4.00 | 1.00 | 3.00 | 3.00 | 3.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.82 | 5.44 | 2.37 | 2.89 | 0.66 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.16 | 1.20 | 1.16 | 1.14 | 1.12 | 1.12 | 1.09 | 1.14 | 1.11 | 1.29 |
* 1 = Top 20%, 5 = Bottom 20%