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ClearBridge Mid Cap IS (LSIRX)

32.37 Up 0.23(0.72%) May 2
Prev Close:32.14
YTD Return*:-1.84%
Net Assets*:1.78B
Yield*:N/A

* As of 31-Mar-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LSIRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GT2.13N/A
SNA2.12N/A
ES1.96N/A
DOX1.95N/A
LAZ1.90N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.78B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.78%

Performance & Risk

YTD Return:-1.84%
5y Avg Return:10.06%
Rank in Category (ytd):90
% Rank in Category (ytd):19.78%
Beta (3y):1.05
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital growth. 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. View More
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