Nasdaq - Delayed Quote USD

ClearBridge Mid Cap R (LMREX)

32.08 +0.17 (+0.53%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.04%
5y Average Return 6.74%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 36.85%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 36.85%
Worst 3Y Total Return 1.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMREX
Category
YTD
5.83%
17.04%
1-Month
2.94%
-0.01%
3-Month
5.83%
5.47%
1-Year
17.74%
50.44%
3-Year
1.02%
13.15%
5-Year
8.50%
13.75%
10-Year
7.05%
11.35%
Last Bull Market
45.61%
25.95%
Last Bear Market
-17.40%
-22.55%

Annual Total Return (%) History

Year
LMREX
Category
2024
--
--
2023
13.09%
--
2022
-25.43%
--
2021
28.11%
--
2020
15.79%
12.39%
2019
32.43%
26.21%
2018
-13.15%
-11.15%
2017
12.40%
15.93%

2016
8.16%
14.14%
2015
1.98%
-4.75%
2014
7.53%
7.80%
2013
36.85%
34.10%
2012
17.80%
16.15%
2011
-3.95%
-3.81%
2010
21.85%
22.52%
2009
34.26%
37.39%
2008
--
-39.18%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.83% -- -- --
2023 1.64% 5.53% -3.87% 9.68%
2022 -10.02% -17.40% -6.54% 7.35%
2021 10.90% 4.40% 1.76% 8.74%
2020 -27.37% 21.49% 9.20% 20.15%
2019 16.59% 4.42% 0.91% 7.80%
2018 -2.94% 2.32% 5.06% -16.76%
2017 4.13% 1.84% 2.52% 3.39%
2016 -2.00% -1.64% 5.12% 6.74%
2015 4.59% 0.58% -7.00% 4.25%

2014 2.70% 2.96% -4.84% 6.87%
2013 10.97% 2.98% 10.94% 7.95%
2012 14.80% -6.27% 5.42% 3.86%
2011 6.87% 0.31% -22.52% 15.64%
2010 4.64% -9.97% 14.24% 13.21%
2009 -4.70% 18.42% 14.26% 4.12%
2008 -23.27% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 92
3-Month 90
1-Year 80
3-Year 96
5-Year 89

Load Adjusted Returns

1-Year 17.74%
3-Year 1.02%
5-Year 8.50%
10-Year 7.05%

Performance & Risk

YTD Return 1.04%
5y Average Return 6.74%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Franklin Templeton Investments
Net Assets 2.04B
YTD Return 5.83%
Yield 0.00%
Morningstar Rating
Inception Date Sep 01, 1998

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.

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