SMBYX Mutual Fund

SMBYX Mutual Fund (ClearBridge Mid Cap Fund Class I) is managed by Franklin Templeton Investments (US) with $191.7M in net assets. SMBYX expense ratio is 0.84%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1998-12-03.

SMBYX performance shows a YTD return of 3.70%. The 1-year return is 1.37% and the 5-year return is 4.67%. SMBYX dividend yield stands at 7.27%, paid annually.

SMBYX 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 SMBYX holdings, SMBYX sectors, or SMBYX dividends.

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