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ClearBridge Mid Cap IS LSIRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 39.15  /  −0.84 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.760%
  • 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 0.17%
  • Turnover 38%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 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.

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Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

ClearBridge Mid Cap is managed by an experienced duo that is well-supported, but they have yet to demonstrate a defined edge.

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Portfolio Holdings LSIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Icon PLC

3.75 76.6 Mil
Healthcare

Performance Food Group Co

3.11 63.6 Mil
Consumer Defensive

Regal Rexnord Corp

3.05 62.3 Mil
Industrials

WillScot Mobile Mini Holdings Corp

2.89 59.1 Mil
Industrials

Marvell Technology Inc

2.82 57.7 Mil
Technology

Ashland Inc

2.78 56.8 Mil
Basic Materials

Avantor Inc

2.68 54.9 Mil
Basic Materials

Arch Capital Group Ltd

2.46 50.4 Mil
Financial Services

Casey's General Stores Inc

2.41 49.4 Mil
Consumer Cyclical

The Hartford Financial Services Group Inc

2.33 47.6 Mil
Financial Services