Dow Down 1.29% Nasdaq Down 3.25%

ClearBridge Mid Cap I (SMBYX)

28.32 Down 0.70(2.41%) Feb 5
Prev Close:29.02
YTD Return*:-8.82%
Net Assets*:1.59B
Yield*:N/A

* As of 31-Jan-16

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
SNA2.35N/A
GT2.14N/A
MD2.09N/A
CASY2.02N/A
STWD1.98N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.59B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.87%

Performance & Risk

YTD Return:-8.82%
5y Avg Return:9.48%
Rank in Category (ytd):90
% Rank in Category (ytd):20.83%
Beta (3y):1.03
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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