LSIRX Mutual Fund

LSIRX Mutual Fund (ClearBridge Mid Cap Fund Class IS) is managed by Franklin Templeton Investments (US) with $142.4M in net assets. LSIRX expense ratio is 0.75%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2008-08-04.

LSIRX performance shows a YTD return of -2.40%. The 1-year return is -5.56% and the 5-year return is 3.22%. LSIRX dividend yield stands at 0.29%.

LSIRX top holdings include Clean Harbors Inc (3.0%), Crown Holdings Inc. (2.7%), Performance Food Group Co (2.6%), Dte Energy Co. (2.5%), The Travelers Cos, Inc. (2.4%). Go to all LSIRX holdings, LSIRX sectors, or LSIRX dividends.

LSIRX can be compared against other funds. Use LSIRX overlap to find shared positions, or LSIRX vs another fund for a side-by-side view. LSIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.