Nasdaq - Delayed Quote USD

ClearBridge Mid Cap I (SMBYX)

39.57 -0.01 (-0.03%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.71%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 6

Performance & Risk

YTD Return 0.97%
5y Average Return 7.28%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SMBYXCategory AverageSMBYXCategory AverageSMBYXCategory Average
Alpha -9.15 -0.06 -5.79 -0.05 -5.34 -0.04
BETA 1.02 0.01 1.08 0.01 1.08 0.01
Mean Annual Return 0.29 0.01 0.92 0.01 0.75 0.01
R-squared 84.94 0.88 87.06 0.85 85.8 0.84
Standard Deviation 19.4 0.23 21.19 0.19 17.66 0.17
Sharpe Ratio 0.03 0.01 0.42 0.01 0.43 0.01
Treynor Ratio -1.32 0.11 6.48 0.11 5.76 0.1

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