ClearBridge Mid Cap Core Fund

Scorecard
3 / 5 Stars
Lipper
3 3 3 3 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 135 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.04 percent over the past year, 14.70 percent over the past three years, 18.39 percent over the past five years, and 8.67 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.5%
1 Year 26.0%
3 Years (Annualized) 14.7%
5 Years (Annualized) 18.4%
10 Years (Annualized) 8.7%

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Summary

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

Fees are Above Average compared to funds in the same category.
ClearBridge Mid Cap Core Fund has an expense ratio of 1.96 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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