Clearbridge Mid Cap Fund Quote
| SBMAX Fund | USD 35.49 0.19 0.53% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Clearbridge Mid is trading at 35.49 as of the 1st of February 2025; that is 0.53% down since the beginning of the trading day. The fund's open price was 35.68. Clearbridge Mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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 percent of its assets in equity securities of companies other than medium capitalization companies. More on Clearbridge Mid Cap
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Clearbridge Mid Cap [SBMAX] is traded in USA and was established 1st of February 2025. Clearbridge Mid is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 1.97 B in assets with no minimum investment requirementsClearbridge Mid Cap is currently producing year-to-date (YTD) return of 6.32% with the current yeild of 0.0%, while the total return for the last 3 years was 3.24%.
Check Clearbridge Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Mid Cap Mutual Fund Constituents
| SCI | Service International | Stock | Consumer Discretionary | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| BUFF | Innovator Laddered Allocation | Etf | Defined Outcome | |
| IPGP | IPG Photonics | Stock | Information Technology | |
| HAS | Hasbro Inc | Stock | Consumer Discretionary | |
| STWD | Starwood Property Trust | Stock | Financials | |
| SYF | Synchrony Financial | Stock | Financials | |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials |
Clearbridge Mid Cap Risk Profiles
| Mean Deviation | 0.8751 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.15 | |||
| Risk Adjusted Performance | 0.0014 |
Clearbridge Mid Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Mid financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Mid security.
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