LMREX Mutual Fund
LMREX Mutual Fund
ClearBridge Mid Cap Fund Class R
LMREX Mutual Fund Overview
LMREX Mutual Fund (ClearBridge Mid Cap Fund Class R) is managed by Franklin Templeton Investments (US) with $55.3M in net assets. LMREX expense ratio is 1.45%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2008-09-30.
LMREX performance shows a YTD return of 5.24%. The 1-year return is 8.53% and the 5-year return is 5.97%. LMREX dividend yield stands at 8.91%, paid annually.
LMREX top holdings include Casey's General Stores Inc (3.3%), Teledyne Technologies Inc (3.2%), Api Group Corporation Common Stock (2.9%), EQT Corp. (2.9%), Dte Energy Company (2.9%). View all LMREX holdings, sector breakdown, or dividend history.
LMREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMREX alternatives are available via the screener, along with tax-loss harvesting opportunities.