SBMAX Rating, Research - Legg Mason Clearbridge Mid Cap Core A

Legg Mason Clearbridge Mid Cap Core A (sbmax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 25

Threats + Weaknesses = 19

When strengths & opportunities substantially exceed threats & weaknesses an investment in the sbmax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Mid Cap Core A (SBMAX) Description: SBMAX is a mutual fund, which is an investment that owns a basket of assets. The SBMAX mutual fund was provided by Legg Mason and this investment vehicle derives the majority of its value from equity holdings (stocks). Legg Masons mutual fund has a medium management tenure and is in the average fund size classification. SBMAXs minimum initial investment amount is $1000 while the IRA minimum is $250. SBMAXs expense ratio is roughly 1%. The latest SBMAXs front end load was 6% and the back end load was 0%. The Legg Mason Clearbridge Mid Cap Core A (SBMAX) mutual fund falls under the mid-cap mixed category. SBMAX focuses its investments in USA and SBMAX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Mid Cap Core A (SBMAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SBMAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SBMAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund primarily invests in common stocks (see stock research) of domestic and foreign issuers that offer the potential for accelerated earnings or revenue growth. It focuses in investments of medium-sized companies, but may also invest substantially in larger or smaller companies.

Management Analysis Update

Legg Mason Clearbridge Mid Cap Core A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update