SBPYX Mutual Fund

SBPYX Mutual Fund (ClearBridge Small Cap Growth Fund Class I) is managed by Franklin Templeton Investments (US) with $418.6M in net assets. SBPYX expense ratio is 0.91%, holding 96 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2004-11-01.

SBPYX performance shows a YTD return of 5.96%. The 1-year return is 4.84% and the 5-year return is -0.47%.

SBPYX top holdings include Lattice Semiconductor Corp. (2.5%), Pjt Partners Inc (2.5%), Cactus Inc. (2.3%), Xometry, Inc. (2.2%), Zeta Global Holdings Corp-A (2.1%). Go to all SBPYX holdings, SBPYX sectors, or SBPYX dividends.

SBPYX can be compared against other funds. Use SBPYX overlap to find shared positions, or SBPYX vs another fund for a side-by-side view. SBPYX alternatives are available via the screener, along with tax-loss harvesting opportunities.