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Clearbridge Mid Cap Fund Class A: (MF: SBMAX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 05:50 PM ET
$32.60 USD
+0.17 (0.52%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in September 1998 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term growth of capital. The fund normally invests at least 80% of its net assets in leading companies across the mid-capitalization spectrum in a wide variety of industries and sectors. The fund generally pays dividends and makes capital gain distributions, if any, once a year, typically in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| ClearBridge Mid Cap A | SBMAX | 5.50 | NA | 0.00 | 0.25 | 0.73 | 1.15 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason Mid Cap Core 1 | SMCPX | 39.04 | 3/10/1995 | 0.28 | -0.56 | 8.13 | 6.23 |
| Legg Mason ClrBrdg Mid Cap Core A | SBMAX | 32.60 | 9/1/1998 | 0.04 | -0.84 | 7.80 | 5.90 |
| Legg Mason ClrBrdg Mid Cap Core IS | LSIRX | 43.59 | 8/5/2008 | 0.34 | -0.43 | 8.23 | 6.32 |
| Legg Mason ClrBrdg Mid Cap Core R | LMREX | 33.89 | 10/2/2008 | 0.00 | -1.14 | 7.46 | 5.57 |
| Legg Mason Partners Mid Cap Core C | SBMLX | 23.08 | 9/11/1998 | 0.00 | -1.54 | 7.02 | 5.13 |
| Legg Mason Partners Mid Cap Core I | SMBYX | 42.95 | 2/22/1999 | 0.23 | -0.53 | 8.13 | 6.21 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |