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ClearBridge Mid Cap 1 SMCPX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 36.53  /  +1.30 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Closed
  • TTM Yield 0.13%
  • Turnover 38%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis SMCPX

Will SMCPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

ClearBridge Mid Cap is managed by an experienced duo that is well-supported, but they have yet to demonstrate a defined edge.

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Portfolio Holdings SMCPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Regal Rexnord Corp

3.44 68.4 Mil
Industrials

Performance Food Group Co

3.32 66.0 Mil
Consumer Defensive

Icon PLC

3.14 62.6 Mil
Healthcare

WillScot Mobile Mini Holdings Corp

2.91 57.9 Mil
Industrials

Pioneer Natural Resources Co

2.87 57.1 Mil
Energy

Marvell Technology Inc

2.63 52.4 Mil
Technology

Ashland Inc

2.53 50.2 Mil
Basic Materials

Coty Inc Class A

2.44 48.6 Mil
Consumer Defensive

Avantor Inc

2.42 48.2 Mil
Basic Materials

The Hartford Financial Services Group Inc

2.42 48.1 Mil
Financial Services