SBMAX Mutual Fund

SBMAX Mutual Fund (ClearBridge Mid Cap Fund Class A) is managed by Franklin Templeton Investments (US) with $1.02B in net assets. SBMAX expense ratio is 1.15%, holding 69 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1998-09-01.

SBMAX performance shows a YTD return of 3.58%. The 1-year return is 4.38% and the 5-year return is 0.72%.

SBMAX top holdings include Clean Harbors Inc (3.2%), Rubrik Inc-A (2.9%), Crown Holdings Inc. (2.6%), Performance Food Group Co (2.6%), Travelers Cos Inc/The (2.5%). 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.