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Morningstar

ClearBridge Mid Cap A SBMAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 31.96  /  0.35 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.150%
  • 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%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 11:22 PM GMT+0

Morningstar’s Analysis SBMAX

Will SBMAX 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 SBMAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SBMAX 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 SBMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

After a tough 2022, a few questions remain.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

ClearBridge Mid Cap's lingering questions hold its Morningstar Analyst Rating at Neutral.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SBMAX

More SBMAX Holdings
  • Current Portfolio Date
  • Equity Holdings 66
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pioneer Natural Resources Co

3.12
58,764,800
Energy

Regal Rexnord Corp

3.07
57,723,520
Industrials

Performance Food Group Co

3.00
56,505,600
Consumer Defensive

Icon PLC

2.91
54,667,500
Healthcare

WillScot Mobile Mini Holdings Corp

2.90
54,482,900
Industrials

Marvell Technology Inc

2.52
47,363,750
Technology

Arch Capital Group Ltd

2.38
44,797,020
Financial Services

Houlihan Lokey Inc Class A

2.36
44,347,680
Financial Services

Casey's General Stores Inc

2.31
43,443,200
Consumer Cyclical

Coty Inc Class A

2.30
43,221,800
Consumer Defensive