SBMLX Mutual Fund

SBMLX Mutual Fund (ClearBridge Mid Cap Fund Class C) is managed by Franklin Templeton Investments (US) with $5.5M in net assets. SBMLX expense ratio is 1.89%, holding 69 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1998-09-01.

SBMLX performance shows a YTD return of 2.97%. The 1-year return is 3.65% and the 5-year return is -0.01%.

SBMLX 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 SBMLX holdings, SBMLX sectors, or SBMLX dividends.

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