LSIRX Mutual Fund

LSIRX Mutual Fund (ClearBridge Mid Cap Fund Class IS) is managed by Franklin Templeton Investments (US) with $145.4M in net assets. LSIRX expense ratio is 0.75%, holding 69 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2008-08-04.

LSIRX performance shows a YTD return of 3.90%. The 1-year return is 4.80% and the 5-year return is 1.11%. LSIRX dividend yield stands at 0.27%, paid annually.

LSIRX top holdings include Clean Harbors Inc (3.2%), Rubrik Inc Class A (2.9%), Crown Holdings Inc (2.6%), Performance Food Group Co (2.6%), The Travelers Companies Inc (2.5%). Go to all LSIRX holdings, LSIRX sectors, or LSIRX dividends.

LSIRX can be compared against other funds. Use LSIRX overlap to find shared positions, or LSIRX vs another fund for a side-by-side view. LSIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.