SBPYX Mutual Fund

SBPYX Mutual Fund (ClearBridge Small Cap Growth Fund Class I) is managed by Franklin Templeton Investments (US) with $478.3M in net assets. SBPYX expense ratio is 0.91%, holding 96 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2004-11-01.

SBPYX performance shows a YTD return of 11.37%. The 1-year return is 17.07% and the 5-year return is -0.18%. SBPYX dividend yield stands at 15.71%, paid annually.

SBPYX top holdings include Bloom Energy Corporation Com Cl A (5.5%), Lattice Semiconductor Corp. (3.9%), Rbc Bearings Inc (3.2%), Fabrinet (3.0%), Xpo Logistics Inc. (2.6%). Go to all SBPYX holdings, SBPYX sectors, or SBPYX dividends.

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