About SBMLX
ClearBridge Mid Cap Fund Class C is a mutual fund that seeks long-term capital growth by investing primarily in a diversified portfolio of mid-cap company stocks. Under normal circumstances, it allocates at least 80% of its net assets, plus any borrowings for investment purposes, to equities of mid-sized U.S. companies, following a mid-cap blend investment style. The fund emphasizes a disciplined, consistent, and transparent process, where investment returns are primarily driven by stock selection and bolstered by strong risk management in portfolio construction. Its benchmark is the Russell Mid Cap Index, and it maintains a relatively concentrated portfolio of around 64 to 66 holdings, with top positions spanning sectors such as healthcare, technology, financial services, basic materials, industrials, consumer cyclical, and consumer defensive. Notable features include an average distribution fee level, level load share class type, and annual dividend frequency. ClearBridge Mid Cap Fund Class C plays a key role in the equity mutual fund market, offering investors targeted exposure to the mid-cap segment, which bridges small-cap growth potential and large-cap stability. Managed since 2005 and part of Franklin Templeton Investments offerings, it focuses on companies with durable competitive advantages, resilient cash flows, and clear growth paths.
Fund Family Franklin Templeton Investments
Category Mid-Cap Blend
Performance Rating Low
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SBMLX
Share Class Class C
Index Russell MidCap TR
SBMLX had a total return of 8.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.28%.
