ClearBridge Mid Cap Fund Class I
SMBYX
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- ClearBridge Mid Cap Fund Class I (SMBYX) is an open-end mutual fund that invests primarily in a diversified portfolio of equity securities issued by mid-cap companies, seeking long-term capital appreciation through a disciplined, fundamental research-driven process emphasizing stock selection and risk management; it benchmarks performance against the Russell Midcap Index and maintains a portfolio turnover rate of approximately 36%, with 66 holdings as of late 2025 and total net assets of $1.72 billion. The fund offers shares across multiple classes, including Class I shares with no sales load and an inception date of December 3, 1998 for this share class (overall fund inception September 1, 1998), distributing dividends annually and capital gains as required; top holdings include Clean Harbors Inc., Teledyne Technologies Inc., APi Group Corp., and others across sectors such as industrials, financials, and consumer staples. Managed by ClearBridge Investments, LLC, a subsidiary of Franklin Resources, Inc. (doing business as Franklin Templeton), the fund operates within the mid-cap blend category, targeting institutional and qualified investors with a weighted average market capitalization of $20.78 billion. ClearBridge Investments, headquartered in New York with additional offices in Baltimore, Fort Lauderdale, Calgary, London, Edinburgh, Leeds, Melbourne, and Sydney, traces its roots to asset management units established as early as 1962 (formerly under Citigroup until rebranded in 2005), and manages over $200 billion in assets across global equity strategies, local markets, real assets, and income solutions as of September 30, 2025. The firm employs a team of long-tenured portfolio managers and sector analysts focused on proprietary research, high active share, low-volatility approaches, and integrated ESG considerations. In recent developments, ClearBridge Investments completed the full global integration of Martin Currie investment capabilities into its platform in October 2025, following Franklin Templeton's 2020 acquisition of Legg Mason (which included Martin Currie); this strategic alignment enhances ClearBridge's offerings in Australian equities, emerging markets, infrastructure, and sustainability-focused strategies, bolstering distribution to institutional and wholesale clients in Australia and New Zealand while aligning investment philosophies and expanding research and trading resources. The Mid Cap Fund itself saw portfolio adjustments in Q3 2025, including new positions in Axon Enterprise and UMB Financial, alongside exits and trims in holdings like Performance Food Group and others to capitalize on industrials and financials opportunities amid AI cycle focus and benchmark rebalancing; no major fund-level acquisitions, funding rounds, or reorganizations were reported for SMBYX specifically in 2024-2025. These changes reflect ClearBridge's ongoing commitment to adaptive, bottom-up stock picking in a dynamic mid-cap environment.