SBMAX Mutual Fund (ClearBridge Mid Cap Fund Class A) is managed by Franklin Templeton Investments (US) with $1.12B in net assets. SBMAX expense ratio is 1.15%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1998-09-01.

SBMAX performance shows a YTD return of 5.42%. The 1-year return is 8.86% and the 5-year return is 2.52%. SBMAX dividend yield stands at 8.32%, paid annually.

SBMAX top holdings include Casey's General Stores Inc (3.3%), Teledyne Technologies Inc (3.2%), Api Group Corporation Common Stock (2.9%), EQT Corp. (2.9%), Dte Energy Company (2.9%). View all SBMAX holdings, sector breakdown, or dividend history.

SBMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.