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

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:58 PM ET

$39.09 USD

+0.11 (0.28%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.27 28
3 months 4.14 34
6 months 2.31 67
1 Year 10.06 74
3 Year 8.93 91
5 Year 4.68 84
10 Year 9.46 90

* 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) 630.33

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.61
5 Year 4.94
10 Year 7.87
Since Inception 8.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 5.274.6110.2613.90-24.9129.0316.5633.36-12.5813.208.91
% Total Return Rel to Index 0.98-13.60-14.75-12.34-6.710.34-1.831.87-8.18-8.59-3.01
% Total Return Rel to Peer 0.90-8.09-9.12-9.09-5.216.97-3.354.94-5.71-7.471.10
% Perf Quintile vs Peer* 2.005.000.004.004.001.003.002.005.005.003.00
% Dividends 0.000.110.150.070.120.000.010.250.210.030.18
% Yield 0.000.240.340.250.310.000.010.580.620.070.48
Capital Gains ($) 0.002.892.940.611.495.382.692.541.202.170.36
Expense Ratio 0.000.750.750.750.750.750.750.750.750.750.75

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