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Morningstar

ClearBridge Mid Cap R LMREX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 29.63  /  0.95 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 23%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis LMREX

Will LMREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMREX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LMREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LMREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

After a tough 2022, a few questions remain.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

ClearBridge Mid Cap's lingering questions hold its Morningstar Analyst Rating at Neutral.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LMREX

More LMREX Holdings
  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WillScot Mobile Mini Holdings Corp

3.17
62,604,900
Industrials

Regal Rexnord Corp

3.15
62,175,600
Industrials

Performance Food Group Co

2.93
57,830,400
Consumer Defensive

Icon PLC

2.81
55,544,400
Healthcare

Pioneer Natural Resources Co

2.69
53,038,080
Energy

Marvell Technology Inc

2.65
52,307,500
Technology

Coty Inc Class A

2.45
48,422,600
Consumer Defensive

Ashland Inc

2.22
43,889,550
Basic Materials

ATS Corp

2.21
43,715,972
Industrials

The Hartford Financial Services Group Inc

2.20
43,428,060
Financial Services