ClearBridge Mid Cap Fund Class A
SBMAX
NASDAQ
| Weiss Ratings | SBMAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SBMAX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton, Inc | |||
| Manager/Tenure (Years) | Brian M. Angerame (21), Matthew Lilling (6) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | SBMAX-NASDAQ | Click to Compare |
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| Fund Name | ClearBridge Mid Cap Fund Class A | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 01, 1998 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SBMAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | SBMAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.05% | |||
| Asset Allocation | SBMAX-NASDAQ | Click to Compare |
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| Cash | 0.75% | |||
| Stock | 99.25% | |||
| U.S. Stock | 98.15% | |||
| Non-U.S. Stock | 1.10% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SBMAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.64% | |||
| 30-Day Total Return | 5.39% | |||
| 60-Day Total Return | 0.08% | |||
| 90-Day Total Return | -3.62% | |||
| Year to Date Total Return | 4.74% | |||
| 1-Year Total Return | 6.44% | |||
| 2-Year Total Return | 13.05% | |||
| 3-Year Total Return | 35.14% | |||
| 5-Year Total Return | 2.25% | |||
| Price | SBMAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SBMAX-NASDAQ | Click to Compare |
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| Nav | $33.99 | |||
| 1-Month Low NAV | $32.13 | |||
| 1-Month High NAV | $34.17 | |||
| 52-Week Low NAV | $30.76 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $36.01 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | SBMAX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 16.38 | |||
| Balance Sheet | SBMAX-NASDAQ | Click to Compare |
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| Total Assets | 1.45B | |||
| Operating Ratios | SBMAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.15% | |||
| Turnover Ratio | 29.00% | |||
| Performance | SBMAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.09% | |||
| Last Bear Market Total Return | -17.31% | |||