ClearBridge MidCap’s Morningstar Analyst Rating remains Neutral as its recently changed management team continues to build a record together.
ClearBridge Mid Cap IS LSIRX
NAV / 1-Day Return
46.23
/
0.96
%
Total Assets
2.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.750%
Expense Ratio
0.750%
Fee Level
Below Average
Longest Manager Tenure
15.81
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.02%
Turnover
31%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LSIRX 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 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.
Still settling in following a manager change.
