3 / 5 Stars
4 4 3 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#53 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.76 percent over the past year, 15.25 percent over the past three years, 24.63 percent over the past five years, and 9.18 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||24.6%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. It may invest up to 20% of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25% of its net assets in securities of foreign issuers.
Fees are Low compared to funds in the same category.
ClearBridge Mid Cap Core Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.