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Clearbridge Mid Cap Fund Class 1: (MF: SMCPX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$37.98 USD
+0.21 (0.56%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.73 | 75 |
| 3 months | 9.94 | 52 |
| 6 months | 2.73 | 75 |
| 1 Year | 13.35 | 46 |
| 3 Year | 9.04 | 89 |
| 5 Year | 10.41 | 82 |
| 10 Year | 7.28 | 87 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 109.91 |
| Bear Market (10/07 - 2/09) | -46.93 |
| Bull Market (2/09 - 3/21) | 583.00 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.34 |
| 5 Year | 10.40 |
| 10 Year | 7.28 |
| Since Inception | 9.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.55 | 9.94 | NA | NA |
| 2024 | 5.99 | -5.78 | 7.61 | 2.52 |
| 2023 | 1.83 | 5.68 | -3.73 | 9.87 |
| 2022 | -9.90 | -17.25 | -6.37 | 7.46 |
| 2021 | 11.08 | 4.57 | 1.91 | 8.93 |
| 2020 | -27.26 | 21.64 | 9.35 | 20.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.73 | 10.17 | 13.84 | -24.98 | 28.97 | 16.43 | 33.23 | -12.65 | 13.06 | 8.79 | 2.57 |
| % Total Return Rel to Index | -3.47 | -14.84 | -12.40 | -6.78 | 0.29 | -1.97 | 1.74 | -8.26 | -8.72 | -3.14 | 1.18 |
| % Total Return Rel to Peer | -2.40 | -9.21 | -9.15 | -5.28 | 6.91 | -3.48 | 4.80 | -5.79 | -7.61 | 0.97 | 4.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 1.00 | 3.00 | 2.00 | 5.00 | 5.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.11 | 0.04 | 0.09 | 0.00 | 0.00 | 0.22 | 0.16 | 0.02 | 0.14 | 0.00 |
| % Yield | 0.00 | 0.29 | 0.30 | 0.26 | 0.00 | 0.00 | 0.57 | 0.53 | 0.06 | 0.41 | 0.00 |
| Capital Gains ($) | 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 | 0.83 | 0.83 | 0.82 | 0.82 | 0.85 | 0.85 | 0.85 | 0.86 | 0.88 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%