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Clearbridge Mid Cap Fund Class Is: (MF: LSIRX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 05:56 PM ET

$39.65 USD

+0.38 (0.97%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.40 82
3 months 2.46 40
6 months -0.83 96
1 Year 1.46 91
3 Year 8.04 92
5 Year 1.53 92
10 Year 8.11 93

* 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) 644.31

Load Adjusted Returns as of Aug 31, 2026

1 Year 9.29
5 Year 3.30
10 Year 9.00
Since Inception 8.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.61 10.27 NA NA
2025 -6.53 9.98 5.81 -3.81
2024 6.01 -5.74 7.63 2.52
2023 1.83 5.72 -3.71 9.87
2022 -9.87 -17.24 -6.36 7.50
2021 11.10 4.58 1.91 8.95

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.394.6110.2613.90-24.9129.0316.5633.36-12.5813.208.91
% Total Return Rel to Index -3.87-13.60-14.75-12.34-6.710.34-1.831.87-8.18-8.59-3.01
% Total Return Rel to Peer -2.58-8.09-9.12-9.09-5.216.97-3.354.94-5.71-7.471.10
% Perf Quintile vs Peer* 4.005.005.004.004.001.003.002.005.005.003.00
% Dividends 0.000.110.150.070.120.000.010.250.210.030.18
% Yield 0.000.240.240.250.310.000.010.580.620.070.48
Capital Gains ($) 0.002.892.940.611.495.382.692.541.202.170.36
Expense Ratio 0.750.750.750.750.750.750.750.750.750.750.75

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