Back to top
Clearbridge Mid Cap Fund Class C: (MF: SBMLX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$22.67 USD
+0.13 (0.58%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.19 | 78 |
| 3 months | 9.62 | 54 |
| 6 months | 2.19 | 78 |
| 1 Year | 12.18 | 55 |
| 3 Year | 7.91 | 93 |
| 5 Year | 9.26 | 87 |
| 10 Year | 6.19 | 93 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.98 |
| Bear Market (10/07 - 2/09) | -48.33 |
| Bull Market (2/09 - 3/21) | 482.82 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 11.06 |
| 5 Year | 9.26 |
| 10 Year | 6.19 |
| Since Inception | 8.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.77 | 9.62 | NA | NA |
| 2024 | 5.70 | -6.02 | 7.34 | 2.26 |
| 2023 | 1.55 | 5.39 | -3.93 | 9.55 |
| 2022 | -10.12 | -17.47 | -6.62 | 7.23 |
| 2021 | 10.79 | 4.30 | 1.65 | 8.65 |
| 2020 | -27.42 | 21.29 | 9.10 | 19.99 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.19 | 9.04 | 12.63 | -25.73 | 27.62 | 15.24 | 31.90 | -13.51 | 11.89 | 7.67 | 1.54 |
| % Total Return Rel to Index | -4.00 | -15.98 | -13.61 | -7.53 | -1.05 | -3.16 | 0.41 | -9.12 | -9.90 | -4.25 | 0.16 |
| % Total Return Rel to Peer | -2.94 | -10.35 | -10.36 | -6.03 | 5.57 | -4.67 | 3.48 | -6.65 | -8.78 | -0.14 | 3.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 4.00 | 2.00 | 4.00 | 2.00 | 5.00 | 5.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.88 | 1.86 | 1.87 | 1.87 | 1.89 | 1.84 | 1.85 | 1.89 | 1.90 | 1.93 |
* 1 = Top 20%, 5 = Bottom 20%