ClearBridge Mid Cap Fund Class I (SMBYX) Research
Under typical market conditions, the fund is committed to investing at least 80% of its total assets, which includes any borrowed funds for investment purposes, into shares or other financially equivalent instruments issued by companies with a medium market capitalization. A maximum of 20% of the fund's holdings may be directed towards equity securities of companies outside the mid-capitalization range. Furthermore, the fund has the flexibility to allocate up to 25% of its net assets to securities from international issuers.
Market snapshot
- Symbol
- SMBYX
- Price
- $40.66
- Day change
- +0.94%
- Market cap
- $1.5B
- 52-week range
- 37.17-43.96
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Emerging Markets Fund - I Class (AMKIX)
- Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX)
- Columbia Small Cap Value Fund I Institutional 3 Class (CSVYX)
- Allspring Diversified Capital Builder Fund Class A (EKBAX)
- Allspring Diversified Capital Builder Fund Administrator Class (EKBDX)
- Franklin Gold and Precious Metals Fund Advisor Class (FGADX)
- Goldman Sachs Mid Cap Value Fund Class A (GCMAX)
- Sprott Gold Equity Investor (SGDLX)
Open ClearBridge Mid Cap Fund Class I (SMBYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.