SBMLX Mutual Fund

SBMLX Mutual Fund (ClearBridge Mid Cap Fund Class C) is managed by Franklin Templeton Investments (US) with $6.3M 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 4.93%. The 1-year return is 4.19% and the 5-year return is 0.87%. SBMLX dividend yield stands at 13.87%, paid annually.

SBMLX 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 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.