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ClearBridge Mid Cap IS (LSIRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.81-0.65 (-1.61%)
At close: 08:01PM EDT

ClearBridge Mid Cap IS

New York, NY 10041

620 EIGHTH AVENUE, 49TH FLOOR

LEGG MASON & CO., LLC

1-877-721-1926
Management Information
Brian M. Angerame,Lead Manager since May 10, 2005
Brian co-manages the Mid Cap, Mid Cap Growth and SMID Cap Growth products. He joined a predecessor organization in 2000 as an equity research analyst responsible for the consumer discretionary and consumer staples sectors, and has 26 years of investment industry experience. Previously, Brian was an analyst and assistant portfolio manager of the Prudential Real Estate Securities Fund at Prudential Investment Management. He earned his BA in Government from Dartmouth College and is a member of the New York Society of Security Analysts.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyFranklin Templeton Investments
Net Assets2.04B
YTD Return6.02%
Yield0.17%
Morningstar Rating★★
Inception DateSept 29, 2008

Fund Operations

Last Dividend0.07
Last Cap Gain19.00
Holdings Turnover38.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLSIRXCategory Average
Annual Report Expense Ratio (net)1.46%0.94%
Prospectus Net Expense Ratio1.46%N/A
Prospectus Gross Expense Ratio1.47%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A