Morningstar

ClearBridge Mid Cap Fund Class R LMREX

Medalist Rating as of Sep 30, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. The fund may invest up to 20% of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25% of its net assets in securities of foreign issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMCPX	ClearBridge Mid Cap Fund Class 1	No Load	Closed			Sep 12, 2000	$2.20M	0.850%	Below Average	$0	−$102,897.34
SMBYX	ClearBridge Mid Cap Fund Class I	Institutional	Open			Dec 3, 1998	$194.89M	0.840%	Average	$1M	−$53.95M
LSIRX	ClearBridge Mid Cap Fund Class IS	Institutional	Open			Aug 4, 2008	$144.97M	0.750%	Below Average	$1M	−$40.91M
SBMAX	ClearBridge Mid Cap Fund Class A	Front Load	Open			Sep 1, 1998	$1.04B	1.150%	Average	$1,000	−$118.98M
SBMLX	ClearBridge Mid Cap Fund Class C	Level Load	Open			Sep 1, 1998	$5.52M	1.890%	Average	$1,000	−$2.61M
LMREX	ClearBridge Mid Cap Fund Class R	Retirement, Medium	Open			Sep 30, 2008	$50.82M	1.450%	High	$0	−$7.97M

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