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ClearBridge Mid Cap Core I (SMBYX)

33.20 Up 0.05(0.15%) Aug 21
Prev Close:33.15
YTD Return*:2.08%
Net Assets*:1.49B
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SMBYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SIG2.5230.78
NFX2.3059.68
OI2.25-13.30
CCK2.203.12
FL2.1817.66

Fund Basics

Morningstar Overall Rating:
Total Assets:1.49B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.87%

Performance & Risk

YTD Return:2.08%
5y Avg Return:17.16%
Rank in Category (ytd):63
% Rank in Category (ytd):15.52%
Beta (3y):1.36
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. It may invest up to 20% of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25% of its net assets in securities of foreign issuers. View More
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