ClearBridge MidCap is still settling following a management change; its Morningstar Analyst Rating stays at Neutral.
- NAV / 1-Day Return 33.47 / 1.33 %
- Total Assets 2.1 Bil
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Adj. Expense Ratio
- Expense Ratio 1.130%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 23%
Morningstar’s Analysis SBMAX
Will SBMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.