SMBYX Mutual Fund (ClearBridge Mid Cap Fund Class I) is managed by Franklin Templeton Investments (US) with $213.6M in net assets. SMBYX expense ratio is 0.84%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1998-12-03.

SMBYX performance shows a YTD return of 5.58%. The 1-year return is 9.22% and the 5-year return is 2.82%. SMBYX dividend yield stands at 7.06%, paid annually.

SMBYX 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 SMBYX holdings, sector breakdown, or dividend history.

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