Morningstar

ClearBridge Mid Cap Fund Class IS LSIRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 42.53  /  +0.62 %
  • Total Assets 1.6B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.25%
  • Turnover 29%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:35 AM GMT+0

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 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Teledyne Technologies Inc

3.13 48M
Technology

Casey's General Stores Inc

2.87 44M
Consumer Cyclical

DTE Energy Co

2.78 42M
Utilities

Vistra Corp

2.69 41M
Utilities

APi Group Corp

2.69 41M
Industrials

Clean Harbors Inc

2.64 40M
Industrials

Performance Food Group Co

2.60 40M
Consumer Defensive

Microchip Technology Inc

2.52 38M
Technology

Regal Rexnord Corp

2.41 37M
Industrials

EQT Corp

2.38 36M
Energy

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