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Clearbridge Mid Cap Fund Class I: (MF: SMBYX)

(NASDAQ Mutual Funds) As of Sep 11, 2026 06:04 PM ET

$39.76 USD

+0.19 (0.48%)

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

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.20 65
3 months 1.76 73
6 months 3.66 76
1 Year 5.32 82
3 Year 7.81 90
5 Year 2.47 89
10 Year 8.30 92

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 112.79
Bear Market (10/07 - 2/09) -47.33
Bull Market (2/09 - 3/21) 615.09

Load Adjusted Returns as of Jul 31, 2026

1 Year 9.21
5 Year 3.21
10 Year 8.89
Since Inception 8.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.62 10.24 NA NA
2025 -6.55 9.94 5.80 -3.84
2024 5.96 -5.75 7.58 2.51
2023 1.79 5.69 -3.74 9.87
2022 -9.89 -17.26 -6.39 7.49
2021 11.07 4.54 1.92 8.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.204.5110.1513.79-24.9828.9116.4433.21-12.6313.058.84
% Total Return Rel to Index -2.85-13.70-14.86-12.44-6.780.23-1.961.72-8.24-8.74-3.09
% Total Return Rel to Peer -2.61-8.19-9.23-9.20-5.296.85-3.474.79-5.77-7.621.02
% Perf Quintile vs Peer* 4.005.005.004.004.001.003.002.005.005.003.00
% Dividends 0.000.070.100.030.070.000.000.210.150.020.15
% Yield 0.000.170.240.170.180.000.000.500.460.050.42
Capital Gains ($) 0.002.892.940.611.495.382.692.541.202.170.36
Expense Ratio 0.840.830.850.850.850.840.840.850.850.850.84

* 1 = Top 20%, 5 = Bottom 20%