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Clearbridge Mid Cap Fund Class 1: (MF: SMCPX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:46 PM ET

$36.15 USD

+0.45 (1.26%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.35 52
3 months 1.87 73
6 months 4.62 54
1 Year 19.40 74
3 Year 10.71 87
5 Year 2.64 89
10 Year 8.40 92

* 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) 625.07

Load Adjusted Returns as of Apr 30, 2026

1 Year 8.89
5 Year 2.13
10 Year 7.68
Since Inception 8.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.63 NA NA NA
2025 -6.55 9.94 5.77 -3.82
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.354.5010.1713.84-24.9828.9716.4333.23-12.6513.068.79
% Total Return Rel to Index 1.70-13.71-14.84-12.40-6.780.29-1.971.74-8.26-8.72-3.14
% Total Return Rel to Peer 1.03-8.20-9.21-9.15-5.286.91-3.484.80-5.79-7.610.97
% Perf Quintile vs Peer* 2.005.005.004.004.001.003.002.005.005.003.00
% Dividends 0.000.070.110.040.090.000.000.220.160.020.14
% Yield 0.200.190.290.190.260.000.000.570.530.060.41
Capital Gains ($) 0.002.892.940.611.495.382.692.541.202.170.36
Expense Ratio 0.000.840.830.830.820.820.850.850.850.860.88

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