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Morningstar

ClearBridge Mid Cap A SBMAX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 33.47  /  1.33 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.140%
  • 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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

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.

Let it shake out.

Senior Analyst

Summary

| by Jack Shannon

ClearBridge MidCap is still settling following a management change; its Morningstar Analyst Rating stays at Neutral.

Unlock our full analysis with Morningstar Investor