SMCPX Mutual Fund

SMCPX Mutual Fund (ClearBridge Mid Cap Fund Class 1) is managed by Franklin Templeton Investments (US) with $2.4M in net assets. SMCPX expense ratio is 0.85%, holding 63 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2000-09-12.

SMCPX performance shows a YTD return of 5.57%. The 1-year return is 5.31% and the 5-year return is 2.06%. SMCPX dividend yield stands at 7.92%, paid annually.

SMCPX 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 SMCPX holdings, SMCPX sectors, or SMCPX dividends.

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