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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