ClearBridge Mid Cap Growth Fund

Frequently Asked Questions About LBGIX

What does LBGIX invest in?

The ClearBridge Mid Cap Growth Fund primarily directs at least 80% of its net assets, along with any capital acquired through borrowing, into the common stocks of mid-sized companies or other investments exhibiting similar financial traits. The fund also maintains the flexibility to allocate up to 25% of its portfolio to international businesses. Typically, it holds a concentrated selection of equities, chosen specifically for their potential for significant long-term capital appreciation.

What is the expense ratio of LBGIX?

ClearBridge Mid Cap Growth Fund (LBGIX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LBGIX?

ClearBridge Mid Cap Growth Fund (LBGIX) manages $278.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is LBGIX actively managed or an index fund?

LBGIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was LBGIX launched?

ClearBridge Mid Cap Growth Fund (LBGIX) launched in August 2010 and is managed by ClearBridge.

How has LBGIX performed?

LBGIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.