LSIRX Mutual Fund

LSIRX Mutual Fund (ClearBridge Mid Cap Fund Class IS) is managed by Franklin Templeton Investments (US) with $163.5M 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 5.62%. The 1-year return is 5.41% and the 5-year return is 2.57%. LSIRX dividend yield stands at 7.11%, paid annually.

LSIRX 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 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.