ClearBridge MidCap is still settling following a management change; its Morningstar Analyst Rating stays at Neutral.
Morningstar’s Fund Analysis SBMLX
Will SBMLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBMLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SBMLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SBMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.