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Clearbridge Mid Cap Fund Class A: (MF: SBMAX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:46 PM ET

$33.14 USD

+0.41 (1.25%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for SBMAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Fund Description

The fund was incepted in September 1998 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term growth of capital. The fund normally invests at least 80% of its net assets in leading companies across the mid-capitalization spectrum in a wide variety of industries and sectors. The fund generally pays dividends and makes capital gain distributions, if any, once a year, typically in December.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
ClearBridge Mid Cap A SBMAX 5.50 NA 0.00 0.25 0.73 1.14

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Legg Mason Mid Cap Core 1 SMCPX 36.33 3/10/1995 0.19 19.40 10.71 2.64
Legg Mason ClrBrdg Mid Cap Core A SBMAX 33.14 9/1/1998 0.00 19.01 10.36 2.32
Legg Mason ClrBrdg Mid Cap Core IS LSIRX 40.89 8/5/2008 0.25 19.49 10.79 2.72
Legg Mason ClrBrdg Mid Cap Core R LMREX 31.14 10/2/2008 0.00 18.64 10.02 2.00
Legg Mason Partners Mid Cap Core C SBMLX 20.25 9/11/1998 0.00 18.18 9.57 1.58
Legg Mason Partners Mid Cap Core I SMBYX 40.27 2/22/1999 0.17 19.40 10.70 2.62

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
ClearBridge Mid Cap A SBMAX 1000 50 250 A

Contact Information

Family Franklin
Address One Franklin Parkway
San Mateo, CA 94403
Phone 800 342-5236