SBMLX Mutual Fund

SBMLX Mutual Fund (ClearBridge Mid Cap Fund Class C) is managed by Franklin Templeton Investments (US) with $5.4M in net assets. SBMLX expense ratio is 1.89%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1998-09-01.

SBMLX performance shows a YTD return of 3.02%. The 1-year return is 0.32% and the 5-year return is 0.40%. SBMLX dividend yield stands at 14.13%, paid annually.

SBMLX 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 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.