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Clearbridge Mid Cap Fund Class C: (MF: SBMLX)

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

$19.37 USD

+0.05 (0.26%)

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 5.05 29
3 months 3.83 36
6 months 1.73 70
1 Year 8.78 78
3 Year 7.70 93
5 Year 3.52 89
10 Year 8.24 95

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.98
Bear Market (10/07 - 2/09) -48.33
Bull Market (2/09 - 3/21) 503.67

Load Adjusted Returns as of Feb 28, 2026

1 Year 2.41
5 Year 3.78
10 Year 6.67
Since Inception 7.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.77 9.62 5.50 -4.06
2024 5.70 -6.02 7.34 2.26
2023 1.55 5.39 -3.93 9.55
2022 -10.12 -17.47 -6.62 7.23
2021 10.79 4.30 1.65 8.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.053.449.0412.63-25.7327.6215.2431.90-13.5111.897.67
% Total Return Rel to Index 0.87-14.77-15.98-13.61-7.53-1.05-3.160.41-9.12-9.90-4.25
% Total Return Rel to Peer 0.79-9.26-10.35-10.36-6.035.57-4.673.48-6.65-8.78-0.14
% Perf Quintile vs Peer* 2.005.000.005.004.002.004.002.005.005.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.892.940.611.495.382.692.541.202.170.36
Expense Ratio 0.001.881.881.861.871.871.891.841.851.891.90

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