About SBIYX
ClearBridge International Value Fund Class I is an open-end mutual fund that concentrates on equity investments in international markets, primarily targeting companies outside the United States. The fund’s mandate is to allocate at least 80% of its net assets to a diversified portfolio of foreign equity securities, spanning both developed and emerging markets. Its strategy emphasizes seeking value by identifying established, non-U.S. firms that appear undervalued based on fundamental analysis, with the goal of achieving long-term capital appreciation and income generation.
The fund typically maintains a multi-cap approach, investing across various market capitalizations and geographic regions to enhance diversification. Its holdings are broadly distributed, with significant allocations to regions such as the United Kingdom, Japan, France, and Germany. ClearBridge International Value Fund Class I also demonstrates sectoral diversification, often holding companies in financials, consumer staples, and industrials, among others. It features a competitive expense ratio for its category and is designed for investors seeking exposure to global value stocks, aiming to benefit from international market trends and valuation opportunities.
Fund Family Franklin Templeton Investments
Category Foreign Large Value
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SBIYX
Share Class Class I
Index MSCI AC World ex USA NR USD
SBIYX had a total return of 26.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.42%.
