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Clearbridge mid cap sma fact sheet

WebApr 5, 2024 · Basic Info. The investment seeks long-term capital growth. Under normal circumstances, the fund 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. The fund may invest up to 20% of … WebClearBridge Large Cap Growth Fund Class A: A Mutual Fund Fourth Quarter 2024 Fund Fact Sheet - Page 3 oriented investments tend to have higher P/E ratios than value-oriented investments as investors expect higher earnings growth from the underlying companies and are therefore willing to pay a premium price.

SBMAX – ClearBridge Mid Cap A Fund Stock Price

WebLipper Classification Multi-Cap Core Funds Turnover (fiscal yr) 21% Benchmark(s) Russell 3000 Growth Index Fund Characteristics Fund Benchmark Total Net Assets $4.10 Billion Number of Holdings 42 1,656 Average Market Cap (Millions USD) $102,422 $658,564 Price to Book 6.35x 8.40x Price to Earnings (12-Month Trailing) 23.15x 24.46x WebDec 31, 2024 · The ClearBridge Mid Cap Composite primarily invests in medium-sized companies. Accounts generally are diversified across several economic sectors and … ClearBridge Investments is a leading global equity manager with $151.3 billion in … strike island cowes https://mikebolton.net

SHRAX – Portfolio – ClearBridge Aggressive Growth A Morningstar

WebClearBridge Mid Cap Fund has an expense ratio of 1.13 percent. Net Expense Ratio 1.13 Category Average: 1.05%* Management 0.72 Category Average: 0.64%* SEE MORE SBMAX FEES Updated 11/30/22 Risk... WebFund Information. Fund Commencement 12/01/93. Net Assets ($ M) As of 03/31/23 $13204.97. Fiscal Year End AUGUST. Benchmark. Russell Midcap Growth Index measures U.S. mid-cap growth stocks. Russell Midcap® Growth Index. WebClearBridge Mid Cap Growth Fund;A Watch list Last Updated: Feb 8, 2024 $ 31.47 -0.18 -0.57% Previous Close $31.65 Advanced Charting 25.87 52 Week Range 40.16 Partner Content Your Watchlists... strike it lucky theme

LBGAX ClearBridge Mid Cap Growth Fund;A Overview MarketWatch

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Clearbridge mid cap sma fact sheet

SBMAX ClearBridge Mid Cap Fund;A Overview MarketWatch

WebMar 31, 2024 · ClearBridge Small Cap Growth Fund Class A No Transaction Fee 1 Closed to new investors Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar ® Snapshot* AS OF 1/31/2024; Morningstar Category: Small Growth *Data provided by Morningstar Overall Rating … WebClearBridge Small Cap Growth Fund Class I: A Mutual Fund Second Quarter 2024 Fund Fact Sheet - Page 3 premium price. Sub-accounting fee % Encompasses sub-transfer …

Clearbridge mid cap sma fact sheet

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WebClearBridge Mid Cap Fund;A Watch list Last Updated: Feb 10, 2024 $ 32.44 -0.18 -0.55% Previous Close $32.62 Advanced Charting 29.00 52 Week Range 41.22 Partner Center Your Watchlists Customize... WebFeb 28, 2024 · ClearBridge Mid Cap Growth Strategy Q4 2024 Portfolio Manager Commentary 01/26/23-12:14PM EST Seeking Alpha. Contact Information. Family: Franklin: Address: One Franklin Parkway San Mateo, CA 94403:

WebMid Cap Value SMA Boyd Watterson Investment Grade intermediate Ultra Enhanced Core Brandes Investment Partner Global ADR Equity International (ADR) Equity Value Equity Emerging Markets Opp. ADR Global Balanced Value Brandywine Global Investment Mgmt. Traditional Large Cap Value (Affiliated Only) Breckinridge Capital Advisors WebMid Cap Core ClearBridge Mid-Cap Principal Mid-Cap Equity Mid Cap Value JPMorgan Mid-Cap Value Nuance Mid-Cap Value Mid Cap Growth GSAM Mid-Cap Growth ... Franklin Small-Cap Growth SMA Granite Small-Cap Growth Equity Global Equity Lazard Global Equity Income ADR Lazard Global Equity Select ADR O’Shaughnessy Enhanced …

WebSBMAX A complete ClearBridge Mid Cap Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. WebAll Cap Growth (pure gross) All Cap Growth (net) Russell 3000 Growth Index (USD) $362,795 $236,365 $317,084 Up/Down market capture ratios (%) 0.94 1.00 0.86 1.05 1.00 1.00-2-1 0 1 2 All Cap Growth (pure gross) All Cap Growth (net) Russell 3000 Growth Index (USD) Up Down pure gross 78 positive months 42 negative months net 78 positive …

WebMar 31, 2024 · ClearBridge Small Cap Growth Fund Class A No Transaction Fee 1 Closed to new investors Prospectus More This fund is now available NTF (No Transaction Fee) … strike it lucky flash casinoWebFact sheet December 31, 2024 ClearBridge Small Cap Growth Fund Domestic stock fund Class IS Fund facts †Risk level Low High Total net assets ... less-seasoned companies may be subject to increased liquidity risk compared with mid- and large-cap companies and may experience greater price volatility than do those securities because of ... strike it rich 1986 game showWebMar 31, 2024 · Analyze the Fund ClearBridge Mid Cap Fund Class A having Symbol SBMAX for type mutual-funds and perform research on other mutual funds. Learn more … strike it out maths gameWebApr 5, 2024 · A high-level overview of ClearBridge Large Cap Growth Fund A (SBLGX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. strike it rich hybrid tea roseWebClearBridge Investments is a leading global equity manager with $151.3 billion in assets under management as of December 31, 2024. We are committed to delivering long-term … strike it rich flash gameWebMar 31, 2024 · Actual after-tax returns depend on your tax situation and are not relevant if you hold shares through tax-deferred arrangements such as IRAs or 401 (k) plans. Close tooltip. ClearBridge Mid Cap Fund Class A (Load Adjusted) … strike it rich scratch offWebNov 4, 2024 · SHRAX Portfolio - Learn more about the ClearBridge Aggressive Growth A investment portfolio including asset allocation, stock style, stock holdings and more. strike it rich scratch off game