SMCPX Mutual Fund

SMCPX Mutual Fund (ClearBridge Mid Cap Fund Class 1) is managed by Franklin Templeton Investments (US) with $2.1M 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 3.71%. The 1-year return is 1.36% and the 5-year return is 1.04%. SMCPX dividend yield stands at 8.06%, paid annually.

SMCPX 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 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.