SBIYX Mutual Fund

SBIYX Mutual Fund (ClearBridge International Value Fund Class I) is managed by Franklin Templeton Investments (US) with $35.3M in net assets. SBIYX expense ratio is 0.90%, holding 83 positions across sectors including Financials, Industrials, Energy. Inception date: 2006-12-29.

SBIYX performance shows a YTD return of 15.56%. The 1-year return is 26.71% and the 5-year return is 11.39%. SBIYX dividend yield stands at 3.69%, paid annually.

SBIYX top holdings include Siemens N Ag (3.5%), Mitsubishi Ufj Financial Group, Inc. (3.4%), Bnp Paribas Sa (3.1%), Shell Plc (2.9%), Axa Sa (2.9%). 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.