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Guide to ClearBridge Mid Cap Core A Fund (SBMAX)

ClearBridge Mid Cap Core A ( SBMAX ) a Zacks Ranked #1 (Strong Buy) seeks long-term growth of capital. SBMAX normally invests a large portion of its net assets in leading companies across the mid-capitalization spectrum in a wide variety of industries and sectors. SBMAX generally pays dividends and makes capital gain distributions, if any, once a year, typically in December.

This Mid Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Growth, High Yield Bond. Further, as of the last filing, TOWERS WATSON & CO CL A, MEDNAX INC and SIGNET JEWELERS LTD were the top holdings for SBMAX.

The ClearBridge Mid Cap Core A fund, managed by Legg Mason , carries an expense ratio of 1.23. Moreover, SBMAX requires a minimal initial investment of $1,000.

SBMAX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 3.10%, 3 year 16.72%, and 5 year 16.59%. To see how this fund performed compared in its category, please click here .

SBMAX's performance, as of the last filing, when compared to funds in its category was in the top 23% in 1 year, top 10% over the past 3 years, and in the 17% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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