ClearBridge Mid Cap Fund Class R
LMREX
NASDAQ
| Weiss Ratings | LMREX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LMREX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton, Inc | |||
| Manager/Tenure (Years) | Brian M. Angerame (21), Matthew Lilling (6) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | LMREX-NASDAQ | Click to Compare |
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| Fund Name | ClearBridge Mid Cap Fund Class R | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 30, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LMREX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LMREX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.05% | |||
| Asset Allocation | LMREX-NASDAQ | Click to Compare |
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| Cash | 0.75% | |||
| Stock | 99.25% | |||
| U.S. Stock | 98.15% | |||
| Non-U.S. Stock | 1.10% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LMREX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.66% | |||
| 30-Day Total Return | 5.38% | |||
| 60-Day Total Return | 0.06% | |||
| 90-Day Total Return | -3.70% | |||
| Year to Date Total Return | 4.47% | |||
| 1-Year Total Return | 6.11% | |||
| 2-Year Total Return | 12.36% | |||
| 3-Year Total Return | 33.93% | |||
| 5-Year Total Return | 0.72% | |||
| Price | LMREX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LMREX-NASDAQ | Click to Compare |
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| Nav | $31.73 | |||
| 1-Month Low NAV | $29.99 | |||
| 1-Month High NAV | $31.90 | |||
| 52-Week Low NAV | $28.77 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $33.89 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | LMREX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 16.37 | |||
| Balance Sheet | LMREX-NASDAQ | Click to Compare |
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| Total Assets | 1.45B | |||
| Operating Ratios | LMREX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.45% | |||
| Turnover Ratio | 29.00% | |||
| Performance | LMREX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.79% | |||
| Last Bear Market Total Return | -17.40% | |||