LCMIX

About LCMIX

ClearBridge Mid Cap Growth Fund Class IS is a mutual fund designed to achieve long-term growth of capital by investing primarily in equity securities of medium capitalization companies. Managed under the Legg Mason Partners Equity Trust, the fund allocates at least 80% of its net assets to mid-cap equities, with the flexibility to invest up to 25% in foreign companies. Its portfolio currently consists of approximately 77–83 holdings, with notable positions in technology, consumer services, and industrials sectors. The fund is recognized for its focus on growth-oriented firms that demonstrate strong potential for sustainable earnings expansion. Founded in 2013, it carries an expense ratio of around 0.75% and is intended for investors seeking exposure to the mid-cap growth segment of the market. The fund’s performance has shown a solid long-term track record, reflecting both the dynamism and above-average risk typically associated with mid-cap growth investments. As such, it plays a significant role in diversifying portfolios and capturing opportunities in an important sector of the equity market.