ClearBridge Mid Cap FundSMBYX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.6B
Expense ratio
0.84%
1-year return
+19.4%
3 years, a year
+10.7%
5 years, a year
+2.6%
Holdings
63
What it aims to do.
The fund seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CASY Casey's General Stores Inc | 3.28% |
| TDY Teledyne Technologies Inc | 3.19% |
| APG Api Group Corp | 2.93% |
| EQT Eqt Corp | 2.93% |
| DTE Dte Energy Company | 2.88% |
| CLH Clean Harbors Inc | 2.87% |
| VST Vistra Corp | 2.60% |
| RBC Regal Rexnord Corp | 2.52% |
| MCHP Microchip Technology Inc | 2.42% |
| PFGC Performance Food Group Company | 2.34% |
More on SMBYX.
- SMBYX overview
- SMBYX holdings
- SMBYX risk
- SMBYX costs
- SMBYX money in and out
- SMBYX share classes
- Compare SMBYX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.