Clearbridge Mid is trading at 33.00 as of the 8th of July 2025; that is 0.09% increase since the beginning of the trading day. The fund's open price was 32.97. Clearbridge Mid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 9th of April 2025 and ending today, the 8th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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. The fund may invest up to 20 percent of its assets in equity securities of companies other than medium capitalization companies. More on Clearbridge Mid Cap
Clearbridge Mid Cap [LMREX] is traded in USA and was established 8th of July 2025. Clearbridge Mid is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Legg Mason family. This fund now has accumulated 2.23 B in assets with no minimum investment requirementsClearbridge Mid Cap is currently producing year-to-date (YTD) return of 1.06%, while the total return for the last 3 years was 3.08%.
Check Clearbridge Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Mid financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Mid security.