LMREX Mutual Fund

LMREX Mutual Fund (ClearBridge Mid Cap Fund Class R) is managed by Franklin Templeton Investments (US) with $56.2M 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 5.20%. The 1-year return is 4.67% and the 5-year return is 1.85%. LMREX dividend yield stands at 9.01%, paid annually.

LMREX top holdings include Caseys General (3.3%), Teledyne Technologies Inc (3.2%), Api Group Corporation Common Stock (2.9%), EQT Corp. (2.9%), Dte Energy Company (2.9%). 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.