Nasdaq - Delayed Quote USD

ClearBridge Mid Cap IS (LSIRX)

39.56 +0.40 (+1.02%)
At close: 8:06 AM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. The fund may invest up to 20% of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25% of its net assets in securities of foreign issuers.

ClearBridge Mid Cap IS

New York, NY 10041
620 EIGHTH AVENUE, 49TH FLOOR
1-877-721-1926

Fund Overview

Category Mid-Cap Blend
Fund Family Franklin Templeton Investments
Net Assets 2.04B
YTD Return 6.02%
Yield 0.17%
Morningstar Rating
Inception Date Sep 01, 1998

Fund Operations

Last Dividend 0.07
Last Cap Gain 19.00
Holdings Turnover 38.00%
Average for Category --

Fees & Expenses

Expense LSIRX Category Average
Annual Report Expense Ratio (net) 1.88% 0.94%
Prospectus Net Expense Ratio 1.88% --
Prospectus Gross Expense Ratio 1.88% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.32%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brian M. Angerame, Lead Manager since May 11, 2005
Brian co-manages the Mid Cap, Mid Cap Growth and SMID Cap Growth products. He joined a predecessor organization in 2000 as an equity research analyst responsible for the consumer discretionary and consumer staples sectors, and has 26 years of investment industry experience. Previously, Brian was an analyst and assistant portfolio manager of the Prudential Real Estate Securities Fund at Prudential Investment Management. He earned his BA in Government from Dartmouth College and is a member of the New York Society of Security Analysts.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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