Mutual Funds - Profile

ClearBridge Mid Cap Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index and the research team narrows the list to focus on companies with superior growth characteristics.

Next, the team builds a portfolio with a strong focus on risk management and holds investments for a longer term.

The fund may invest up to 20% of its assets in companies other than medium capitalization companies and also invest up to 25% of its net assets in securities of foreign More

Price

  • Last Close
  • $44.16
    -3.08
  • 52 Week HL
  • $49.1 - $37.8
  • Net Assets
  • $2300 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jan 31, 2020

Manager

  • Name
  • Brian Angerame
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-9.2 % YTD

  • 3 Year
  • 14.37%
  • 5 Year
  • 37.54%
  • Best
  • 37.73%
    2013
  • Worst
  • -35.34%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SMBYX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -9.2% 11.1% -27.3% 16.8% -2.8% 4.3% -1.9% 4.7% 2.9% 11.1% -
Q2 - 4.6% 21.6% 3.2% 4.9% 2% -1.5% 0.8% 3.1% 4.1% -
Q3 - 1.9% 9.4% 0.5% 5% 2.7% 5.3% -6.9% -4.7% 9.4% -
Q4 - -2.6% 12.9% 0.6% -16.2% 3.1% 6.9% 4.4% 7% 8.1% -

Returns +
M

J F M A M J J A S O N D
2022 -9.2% - - - - - - - - - - -
2021 0.3% 9.7% 1% 4.6% -0.6% 0.5% 2.6% 3.4% -3.8% 6% 0.1% -8.2%

Annual
Return

Index Comparison

Alpha

NAV