Clearbridge Small Cap Fund Quote

SBPYX Fund  USD 40.54  0.29  0.72%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
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

  0.96TEBIX Franklin Mutual BeaconPairCorr
  0.96TEDMX Templeton DevelopingPairCorr
  0.96TEDIX Franklin Mutual GlobalPairCorr
  0.96TEDSX Franklin Mutual GlobalPairCorr
  0.98TEDRX Franklin Mutual GlobalPairCorr
  0.98TEFRX Templeton ForeignPairCorr

Clearbridge Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Funds, Small Growth Funds, Small Growth, Franklin Templeton Investments (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
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

PENPenumbraStockHealth Care
CASYCaseys General StoresStockConsumer Staples
BANDBandwidthStockCommunication Services
MNROMonro Muffler BrakeStockConsumer Discretionary
WALWestern Alliance BancorporationStockFinancials
WIXWixComStockInformation Technology
BHVNBiohaven Pharmaceutical HoldingStockHealth Care
IARTIntegra LifeSciences HoldingsStockHealth Care
More Details

Clearbridge Small Cap Risk Profiles

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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