Morningstar

ClearBridge Mid Cap Fund Class IS LSIRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $41.12  /  +0.22 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.27%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis LSIRX

Will LSIRX outperform in the 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 LSIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSIRX 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 LSIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Mid Cap IS holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LSIRX

More LSIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Clean Harbors Inc

3.17 44M
Industrials

Rubrik Inc Class A Shares

2.94 41M
Technology

Crown Holdings Inc

2.64 37M
Consumer Cyclical

Performance Food Group Co

2.63 37M
Consumer Defensive

The Travelers Companies Inc

2.54 35M
Financial Services

Vistra Corp

2.53 35M
Utilities

DTE Energy Co

2.47 34M
Utilities

Live Nation Entertainment Inc

2.38 33M
Communication Services

Teledyne Technologies Inc

2.36 33M
Technology

EQT Corp

2.29 32M
Energy

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