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Nasdaq - Delayed Quote USD

ClearBridge Mid Cap R (LMREX)

27.83
+0.43
+(1.57%)
At close: 8:01:27 PM EDT
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  • Previous Close 27.40
  • YTD Return -6.70%
  • Expense Ratio 1.45%
  • Category Mid-Cap Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.57B
  • Beta (5Y Monthly) 1.04
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.04
  • Inception Date Sep 30, 2008

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.

Franklin Templeton Investments

Fund Family

Mid-Cap Blend

Fund Category

1.57B

Net Assets

2008-09-30

Inception Date

More about ClearBridge Mid Cap R

Performance Overview: LMREX

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Trailing returns as of 4/9/2025. Category is Mid-Cap Blend.

YTD Return

LMREX
6.70%
Category
17.04%
 

1-Year Return

LMREX
3.43%
Category
50.44%
 

3-Year Return

LMREX
1.43%
Category
13.15%
 

5-Year Return

LMREX
11.97%
Category
13.75%
 

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Holdings: LMREX

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Sector Weightings

SectorLMREX
Consumer Cyclical   17.85%
Technology   17.05%
Industrials   16.36%
Financial Services   12.95%
Healthcare   9.97%
Energy   6.74%
Real Estate   5.90%
Utilities   5.41%
Consumer Defensive   2.88%
Basic Materials   2.84%
Communication Services   2.05%
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Recent News: LMREX

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Research Reports: LMREX

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