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

(NASDAQ Mutual Funds) As of Sep 11, 2026 06:04 PM ET

$19.92 USD

+0.09 (0.45%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.51 68
3 months 1.45 75
6 months 3.11 80
1 Year 4.19 84
3 Year 6.69 93
5 Year 1.43 92
10 Year 7.20 96

* 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) 498.00

Load Adjusted Returns as of Jul 31, 2026

1 Year 7.00
5 Year 2.15
10 Year 7.78
Since Inception 8.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.93 10.00 NA NA
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 5.513.449.0412.63-25.7327.6215.2431.90-13.5111.897.67
% Total Return Rel to Index -3.43-14.77-15.98-13.61-7.53-1.05-3.160.41-9.12-9.90-4.25
% Total Return Rel to Peer -3.19-9.26-10.35-10.36-6.035.57-4.673.48-6.65-8.78-0.14
% Perf Quintile vs Peer* 4.005.005.005.004.002.004.002.005.005.003.00
% 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 1.901.881.881.861.871.871.891.841.851.891.90

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