LMPFX Mutual Fund

LMPFX Mutual Fund

NAV$97.44
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Returns Overview

1 Month
+4.25%
3 Months
+1.28%
6 Months
+4.00%
YTD
+3.80%
1 Year
+5.51%
3 Years (annualized)
+8.60%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+11.21%
vs Peers
-7.42%

LMPFX Mutual Fund Performance

LMPFX performance across multiple time periods: 1-month 4.25%, YTD 3.80%, 1-year 5.51%, 3-year 8.60%, 5-year 7.00%, 10-year 9.72%.

LMPFX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

LMPFX vs another fund shows side-by-side returns. LMPFX alternatives are available in the Mutual Fund Screener.