Clearbridge Mid Cap Fund Quote
| SMCPX Fund | USD 42.11 0.25 0.60% |
Performance15 of 100
| Odds Of DistressLess than 16
|
Clearbridge Mid is trading at 42.11 as of the 25th of November 2024; that is 0.60% up since the beginning of the trading day. The fund's open price was 41.86. Clearbridge Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Clearbridge Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. 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
Moving together with Clearbridge Mutual Fund
| 0.97 | SAGCX | Clearbridge Aggressive | PairCorr |
| 0.95 | LGASX | Clearbridge Small Cap | PairCorr |
| 0.97 | SAPCX | Clearbridge Appreciation | PairCorr |
Moving against Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Legg Mason (View all Sectors) |
| Update Date | 30th of September 2024 |
Clearbridge Mid Cap [SMCPX] is traded in USA and was established 25th of November 2024. 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 at this time has accumulated 2.23 B in assets with no minimum investment requirementsClearbridge Mid Cap is currently producing year-to-date (YTD) return of 16.68% with the current yeild of 0.0%, while the total return for the last 3 years was 0.19%.
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.
Top Clearbridge Mid Cap Mutual Fund Constituents
| RRX | Regal Beloit | Stock | Industrials | |
| SYF | Synchrony Financial | Stock | Financials | |
| PGR | Progressive Corp | Stock | Financials | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| IR | Ingersoll Rand | Stock | Industrials | |
| VRT | Vertiv Holdings Co | Stock | Industrials | |
| ADSK | Autodesk | Stock | Information Technology | |
| ON | ON Semiconductor | Stock | Information Technology |
Clearbridge Mid Cap Risk Profiles
| Mean Deviation | 0.6967 | |||
| Semi Deviation | 0.6137 | |||
| Standard Deviation | 0.9251 | |||
| Variance | 0.8558 |
Clearbridge Mid Against Markets
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |