SBMLX Mutual Fund
SBMLX Mutual Fund
ClearBridge Mid Cap Fund Class C
SBMLX Mutual Fund Overview
SBMLX Mutual Fund (ClearBridge Mid Cap Fund Class C) is managed by Franklin Templeton Investments (US) with $6.3M in net assets. SBMLX expense ratio is 1.89%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1998-09-01.
SBMLX performance shows a YTD return of 4.98%. The 1-year return is 8.08% and the 5-year return is 1.60%. SBMLX dividend yield stands at 13.71%, paid annually.
SBMLX 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 SBMLX holdings, sector breakdown, or dividend history.
SBMLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.