Clearbridge Small Cap Fund Quote
| SBPYX Fund | USD 40.54 0.29 0.72% |
PerformanceSolid
| Odds Of DistressLow
|
Clearbridge Small is trading at 40.54 as of the 24th of July 2025; that is 0.72 percent increase since the beginning of the trading day. The fund's open price was 40.25. Clearbridge Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Note, on January 2, 2024, Senator Thomas R Carper of US Senate acquired $15k to $50k worth of Clearbridge Small Cap's common stock.
The fund normally invests at least 80 percent of its assets in equity securities of companies with small market capitalizations and related investments. The portfolio managers use a growth-oriented investment style that emphasizes small U.S. companies. More on Clearbridge Small Cap
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Growth Funds, Small Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Clearbridge Small Cap [SBPYX] is traded in USA and was established 24th of July 2025. Clearbridge Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 4.42 B in assets with no minimum investment requirementsClearbridge Small Cap is currently producing year-to-date (YTD) return of 4.3%, while the total return for the last 3 years was 6.83%.
Check Clearbridge Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Small Cap Mutual Fund Constituents
| PEN | Penumbra | Stock | Health Care | |
| CASY | Caseys General Stores | Stock | Consumer Staples | |
| BAND | Bandwidth | Stock | Communication Services | |
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary | |
| WAL | Western Alliance Bancorporation | Stock | Financials | |
| WIX | WixCom | Stock | Information Technology | |
| BHVN | Biohaven Pharmaceutical Holding | Stock | Health Care | |
| IART | Integra LifeSciences Holdings | Stock | Health Care |
Clearbridge Small Cap Risk Profiles
| Mean Deviation | 0.89 | |||
| Semi Deviation | 0.815 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.5 |
Clearbridge Small Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Small financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Small security.
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