SMCPX Mutual Fund
SMCPX Mutual Fund
ClearBridge Mid Cap Fund Class 1
SMCPX Mutual Fund Overview
SMCPX Mutual Fund (ClearBridge Mid Cap Fund Class 1) is managed by Franklin Templeton Investments (US) with $2.3M in net assets. SMCPX expense ratio is 0.85%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2000-09-12.
SMCPX performance shows a YTD return of 5.60%. The 1-year return is 9.18% and the 5-year return is 2.80%. SMCPX dividend yield stands at 7.83%, paid annually.
SMCPX 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 SMCPX holdings, sector breakdown, or dividend history.
SMCPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMCPX alternatives are available via the screener, along with tax-loss harvesting opportunities.