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Clearbridge Mid Cap Fund Class R: (MF: LMREX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:46 PM ET

$30.98 USD

+0.38 (1.24%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.14 54
3 months 1.70 75
6 months 4.28 56
1 Year 18.64 76
3 Year 10.02 88
5 Year 2.00 91
10 Year 7.74 94

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 559.97

Load Adjusted Returns as of Apr 30, 2026

1 Year 8.23
5 Year 1.50
10 Year 7.03
Since Inception 9.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.76 NA NA NA
2025 -6.69 9.75 5.62 -3.98
2024 5.82 -5.89 7.43 2.37
2023 1.64 5.53 -3.87 9.67
2022 -10.02 -17.39 -6.54 7.35
2021 10.90 4.39 1.75 8.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.143.859.5313.08-25.4228.1215.7632.42-13.1612.398.18
% Total Return Rel to Index 1.56-14.36-15.49-13.15-7.22-0.56-2.630.93-8.77-9.40-3.75
% Total Return Rel to Peer 0.89-8.85-9.86-9.91-5.726.06-4.153.99-6.30-8.280.36
% Perf Quintile vs Peer* 2.005.005.005.004.002.003.002.005.005.003.00
% Dividends 0.000.000.000.000.000.000.000.040.000.000.00
% Yield 0.000.000.000.000.000.000.000.100.000.000.00
Capital Gains ($) 0.002.892.940.611.495.382.692.541.202.170.36
Expense Ratio 0.001.451.451.451.451.451.451.451.451.451.43

* 1 = Top 20%, 5 = Bottom 20%