SBMAX Mutual Fund

SBMAX Mutual Fund (ClearBridge Mid Cap Fund Class A) is managed by Franklin Templeton Investments (US) with $1.01B in net assets. SBMAX expense ratio is 1.15%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1998-09-01.

SBMAX performance shows a YTD return of 3.52%. The 1-year return is 1.04% and the 5-year return is 1.13%. SBMAX dividend yield stands at 8.57%, paid annually.

SBMAX top holdings include Clean Harbors Inc (3.0%), Crown Holdings Inc. (2.7%), Performance Food Group Co (2.6%), Dte Energy Co. (2.5%), The Travelers Cos, Inc. (2.4%). Go to all SBMAX holdings, SBMAX sectors, or SBMAX dividends.

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