ClearBridge Mid Cap's lingering questions hold its Morningstar Analyst Rating at Neutral.
- NAV / 1-Day Return 31.96 / 0.35 %
- Total Assets 1.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.150%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 23%
Morningstar’s Analysis SBMAX
Will SBMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 66
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 26.9