Nasdaq - Delayed Quote USD

ClearBridge Mid Cap I (SMBYX)

39.17
-0.06
(-0.15%)
As of 8:09:31 AM EDT. Market Open.
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  • Previous Close 39.23
  • YTD Return -8.64%
  • Expense Ratio 0.85%
  • Category Mid-Cap Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.52B
  • Beta (5Y Monthly) 1.07
  • Yield 0.27%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.11
  • Inception Date Sep 1, 1998

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. The fund may invest up to 20% of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25% of its net assets in securities of foreign issuers.

Franklin Templeton Investments

Fund Family

Mid-Cap Blend

Fund Category

1.52B

Net Assets

1998-09-01

Inception Date

More about ClearBridge Mid Cap I

Performance Overview: SMBYX

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Trailing returns as of 5/21/2025. Category is Mid-Cap Blend.

YTD Return

SMBYX
8.64%
Category
17.04%
 

1-Year Return

SMBYX
0.45%
Category
50.44%
 

3-Year Return

SMBYX
1.15%
Category
13.15%
 

5-Year Return

SMBYX
9.60%
Category
13.75%
 

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Holdings: SMBYX

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Sector Weightings

SectorSMBYX
Consumer Cyclical   18.53%
Industrials   17.03%
Technology   16.48%
Financial Services   13.15%
Healthcare   10.42%
Utilities   6.46%
Real Estate   6.05%
Energy   5.75%
Consumer Defensive   3.07%
Communication Services   1.90%
Basic Materials   1.17%
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Recent News: SMBYX

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Research Reports: SMBYX

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