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Clearbridge Mid Cap Fund Class Is: (MF: LSIRX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$42.63 USD
+0.25 (0.59%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.79 | 74 |
| 3 months | 9.98 | 52 |
| 6 months | 2.79 | 74 |
| 1 Year | 13.43 | 45 |
| 3 Year | 9.13 | 89 |
| 5 Year | 10.49 | 82 |
| 10 Year | 7.38 | 86 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 600.53 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.43 |
| 5 Year | 10.49 |
| 10 Year | 7.39 |
| Since Inception | 8.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.53 | 9.98 | NA | NA |
| 2024 | 6.01 | -5.74 | 7.63 | 2.52 |
| 2023 | 1.83 | 5.72 | -3.71 | 9.87 |
| 2022 | -9.87 | -17.24 | -6.36 | 7.51 |
| 2021 | 11.10 | 4.58 | 1.91 | 8.95 |
| 2020 | -27.23 | 21.65 | 9.40 | 20.36 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.79 | 10.26 | 13.89 | -24.91 | 29.03 | 16.56 | 33.36 | -12.58 | 13.20 | 8.91 | 2.72 |
| % Total Return Rel to Index | -3.41 | -14.75 | -12.34 | -6.71 | 0.34 | -1.83 | 1.87 | -8.18 | -8.59 | -3.01 | 1.33 |
| % Total Return Rel to Peer | -2.34 | -9.12 | -9.10 | -5.21 | 6.97 | -3.35 | 4.94 | -5.71 | -7.47 | 1.10 | 4.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 1.00 | 3.00 | 2.00 | 5.00 | 5.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.15 | 0.07 | 0.12 | 0.00 | 0.01 | 0.25 | 0.21 | 0.03 | 0.18 | 0.00 |
| % Yield | 0.00 | 0.34 | 0.35 | 0.31 | 0.00 | 0.01 | 0.58 | 0.62 | 0.07 | 0.48 | 0.00 |
| Capital Gains ($) | 0.00 | 2.94 | 0.61 | 1.49 | 5.38 | 2.69 | 2.54 | 1.20 | 2.17 | 0.36 | 1.48 |
| Expense Ratio | 0.00 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%