ClearBridge Mid Cap’s upcoming leadership change downgrades its People rating to Average and its Morningstar Analyst Rating to Neutral across all share classes.
Will SMCPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMCPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SMCPX 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 SMCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.