ClearBridge Mid Cap Fund Class IS
LSIRX
NASDAQ
| Weiss Ratings | LSIRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LSIRX-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 | LSIRX-NASDAQ | Click to Compare |
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| Fund Name | ClearBridge Mid Cap Fund Class IS | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 04, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LSIRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.25% | |||
| Dividend | LSIRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.05% | |||
| Asset Allocation | LSIRX-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 | LSIRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.65% | |||
| 30-Day Total Return | 5.42% | |||
| 60-Day Total Return | 0.16% | |||
| 90-Day Total Return | -3.55% | |||
| Year to Date Total Return | 5.07% | |||
| 1-Year Total Return | 6.83% | |||
| 2-Year Total Return | 13.91% | |||
| 3-Year Total Return | 36.74% | |||
| 5-Year Total Return | 4.29% | |||
| Price | LSIRX-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 | LSIRX-NASDAQ | Click to Compare |
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| Nav | $41.80 | |||
| 1-Month Low NAV | $39.50 | |||
| 1-Month High NAV | $42.03 | |||
| 52-Week Low NAV | $37.75 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $43.83 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | LSIRX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 16.40 | |||
| Balance Sheet | LSIRX-NASDAQ | Click to Compare |
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| Total Assets | 1.45B | |||
| Operating Ratios | LSIRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 29.00% | |||
| Performance | LSIRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.52% | |||
| Last Bear Market Total Return | -17.25% | |||