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ClearBridge Mid Cap Core IS (LSIRX)

31.82 Up 0.18(0.57%) Apr 15
Get the big picture on all your investments.
Prev Close:31.82
YTD Return*:2.89%
Net Assets*:1.52B
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for LSIRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SIG2.4635.81
DOX2.1713.11
LAZ2.147.26
ENS2.120.04
CCK2.101.39

Fund Basics

Morningstar Overall Rating:
Total Assets:1.52B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:2.89%
5y Avg Return:23.11%
Rank in Category (ytd):41
% Rank in Category (ytd):9.79%
Beta (3y):1.34
Morningstar Risk Rating:3

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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