SMBYX : ClearBridge Mid Cap Fund Class I

SMBYX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

SMBYX

ClearBridge Mid Cap Fund Class I

FI Score

57 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

57% FI Score
  • smbyx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

ClearBridge Mid Cap Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. 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.

Largest Holdings

Amount Holding
2.51% Ameren Corp
2.49% Alexandria Real Estate Equities Inc
2.43% Casey's General Stores Inc
2.40% Biomarin Pharmaceutical Inc
2.33% Bio-Rad Laboratories Inc
2.27% Eversource Energy
2.23% Lam Research Corp
2.21% Progressive Corp
2.20% Ball Corp
2.18% L3Harris Technologies Inc
2.10% CDW Corp
2.06% Hasbro Inc
2.05% First Republic Bank
2.05% Xilinx Inc
2.01% Keysight Technologies Inc
1.99% Service Corp International
1.99% Old Dominion Freight Lines Inc
1.95% Ross Stores Inc
1.93% Teledyne Technologies Inc
1.88% Splunk Inc
1.87% Carvana Co Class A
1.87% Waste Connections Inc
1.86% Trane Technologies PLC
1.79% Aptiv PLC
1.76% Arch Capital Group Ltd

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