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ClearBridge Mid Cap Core IS (LSIRX)

32.48 Up 0.21(0.65%) Oct 24
Prev Close:32.27
YTD Return*:1.16%
Net Assets*:1.48B
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for LSIRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SIG2.7043.14
HBI2.4852.00
TW2.16-21.81
CTAS2.1515.20
MD2.080.58

Fund Basics

Morningstar Overall Rating:
Total Assets:1.48B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:1.16%
5y Avg Return:15.42%
Rank in Category (ytd):73
% Rank in Category (ytd):18.67%
Beta (3y):1.32
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital growth. The fund normally 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. It 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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