SBMAX Mutual Fund

SBMAX Mutual Fund (ClearBridge Mid Cap Fund Class A) is managed by Franklin Templeton Investments (US) with $1.14B 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 5.39%. The 1-year return is 4.98% and the 5-year return is 1.78%. SBMAX dividend yield stands at 8.41%, paid annually.

SBMAX top holdings include Caseys General (3.3%), Teledyne Technologies Inc (3.2%), Api Group Corporation Common Stock (2.9%), EQT Corp. (2.9%), Dte Energy Company (2.9%). 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.