LMREX Mutual Fund

LMREX Mutual Fund (ClearBridge Mid Cap Fund Class R) is managed by Franklin Templeton Investments (US) with $48.9M in net assets. LMREX expense ratio is 1.45%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2008-09-30.

LMREX performance shows a YTD return of 3.31%. The 1-year return is 0.74% and the 5-year return is 7.94%. LMREX dividend yield stands at 9.17%, paid annually.

LMREX 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 LMREX holdings, LMREX sectors, or LMREX dividends.

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