The Fund Grade · free · no account needed
What grade does LBGIX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
ClearBridge Mid Cap Growth Fund
#380 of 500 graded active funds · growth · mid segment peer group
The point · specialist footprint
LBGIX puts less of its book behind proven specialists than 92% of graded funds.
● Bottom 20%
Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
10,000+ funds tracked · the graded specialists among them drive every read
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
LBGIX vs the Honor Roll · share card ↗Conviction exposure
1%
of the book in specialist-converged names
Late-stage weight
34.6%
of the book in Crowded or Fading names
Active share
93.7%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
ClearBridge Mid Cap Growth ranks 380 out of 500 graded funds, a D grade, with specialist ownership at just 1%. Over a third of the portfolio sits in late-stage positions, and five of its largest holdings including VRT and MPWR show specialists actively leaving. Small early spots in CVNA and DDOG offer little offset at those weights.
→ Watch VRT and MPWR closely, together they are 10.2% of the fund and specialists are fading from both.
→ Compare this fund against the three higher-graded peers in the same segment, and check if better options exist within ClearBridge itself.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.