ClearBridge Mid Cap is managed by an experienced duo that is well-supported, but they have yet to demonstrate a defined edge.
ClearBridge Mid Cap IS LSIRX
- NAV / 1-Day Return 41.97 / +1.43 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.760%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.18%
- Turnover 38%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis LSIRX
Will LSIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Regal Rexnord Corp | 3.44 | 68.4 Mil | Industrials |
Performance Food Group Co | 3.32 | 66.0 Mil | Consumer Defensive |
Icon PLC | 3.14 | 62.6 Mil | Healthcare |
WillScot Mobile Mini Holdings Corp | 2.91 | 57.9 Mil | Industrials |
Pioneer Natural Resources Co | 2.87 | 57.1 Mil | Energy |
Marvell Technology Inc | 2.63 | 52.4 Mil | Technology |
Ashland Inc | 2.53 | 50.2 Mil | Basic Materials |
Coty Inc Class A | 2.44 | 48.6 Mil | Consumer Defensive |
Avantor Inc | 2.42 | 48.2 Mil | Basic Materials |
The Hartford Financial Services Group Inc | 2.42 | 48.1 Mil | Financial Services |