ClearBridge MidCap’s Morningstar Analyst Rating remains Neutral as its recently changed management team continues to build a record together.
Will SBMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SBMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SBMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.