SBIYX Mutual Fund

SBIYX Mutual Fund (ClearBridge International Value Fund Class I) is managed by Franklin Templeton Investments (US) with $37.2M in net assets. SBIYX expense ratio is 0.90%, holding 67 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2006-12-29.

SBIYX performance shows a YTD return of 14.66%. The 1-year return is 30.13% and the 5-year return is 11.30%. SBIYX dividend yield stands at 3.72%, paid annually.

SBIYX top holdings include Marubeni Corp (3.6%), Siemens Energy Ag (3.3%), Siemens Ag (3.2%), Mitsubishi Ufj Financial Group, Inc. (2.8%), Shell Plc (2.5%). Go to all SBIYX holdings, SBIYX sectors, or SBIYX dividends.

SBIYX can be compared against other funds. Use SBIYX overlap to find shared positions, or SBIYX vs another fund for a side-by-side view. SBIYX alternatives are available via the screener, along with tax-loss harvesting opportunities.