LSIRX Mutual Fund
LSIRX Mutual Fund
ClearBridge Mid Cap Fund Class IS
LSIRX Mutual Fund Overview
LSIRX Mutual Fund (ClearBridge Mid Cap Fund Class IS) is managed by Franklin Templeton Investments (US) with $161.6M in net assets. LSIRX expense ratio is 0.75%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2008-08-04.
LSIRX performance shows a YTD return of 5.62%. The 1-year return is 9.29% and the 5-year return is 5.02%. LSIRX dividend yield stands at 7.04%, paid annually.
LSIRX 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 LSIRX holdings, sector breakdown, or dividend history.
LSIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.