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Clearbridge Mid Cap Growth Fund Class I: (MF: LBGIX)
(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET
$46.64 USD
-0.34 (-0.72%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.77 | 66 |
| 3 months | 14.61 | 29 |
| 6 months | 3.77 | 66 |
| 1 Year | 19.54 | 11 |
| 3 Year | 16.78 | 48 |
| 5 Year | 11.88 | 72 |
| 10 Year | 10.90 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 19.54 |
| 5 Year | 11.87 |
| 10 Year | 10.91 |
| Since Inception | 13.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.45 | 14.61 | NA | NA |
| 2024 | 8.04 | -4.52 | 6.84 | 7.80 |
| 2023 | 9.46 | 8.67 | -5.93 | 15.34 |
| 2022 | -13.46 | -22.98 | -3.60 | 3.80 |
| 2021 | 3.84 | 10.22 | 3.35 | 3.71 |
| 2020 | -18.47 | 32.24 | 12.01 | 20.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.77 | 18.83 | 29.07 | -33.31 | 22.70 | 45.09 | 30.87 | -5.76 | 22.98 | 2.25 | 0.42 |
| % Total Return Rel to Index | -2.42 | -6.19 | 2.82 | -15.10 | -5.98 | 26.69 | -0.62 | -1.37 | 1.19 | -9.68 | -0.96 |
| % Total Return Rel to Peer | -1.36 | -0.56 | 6.07 | -13.61 | 0.64 | 25.18 | 2.44 | 1.09 | 2.31 | -5.56 | 2.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.85 | 0.85 | 0.85 | 0.80 | 0.82 | 0.83 | 0.83 | 0.87 | 0.82 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%