Clearbridge International Value Fund Quote
| SBIYX Fund | USD 11.42 0.04 0.35% |
PerformanceSolid
| Odds Of DistressLow
|
Clearbridge International is trading at 11.42 as of the 25th of March 2025; that is 0.35 percent increase since the beginning of the trading day. The fund's open price was 11.38. Clearbridge International has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund invests primarily in equity securities of foreign companies. Under normal circumstances, it invests at least 80 percent of its net assets in a diversified portfolio of equity securities of foreign companies. The fund may invest in equity securities of small, medium and large capitalization issuers.. More on Clearbridge International Value
Moving together with Clearbridge Mutual Fund
| 0.82 | TEBIX | Franklin Mutual Beacon | PairCorr |
| 0.93 | TEDMX | Templeton Developing | PairCorr |
| 0.83 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.83 | TEDSX | Franklin Mutual Global | PairCorr |
| 0.83 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.99 | TEFRX | Templeton Foreign | PairCorr |
Moving against Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Foreign Large Value Funds, Foreign Large Value, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Clearbridge International Value [SBIYX] is traded in USA and was established 25th of March 2025. Clearbridge International is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 162.32 M in assets with minimum initial investment of 1000 K. Clearbridge International is currently producing year-to-date (YTD) return of 13.31% with the current yeild of 0.02%, while the total return for the last 3 years was 7.5%.
Check Clearbridge International 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 International Value 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 International Value Mutual Fund Constituents
| SNEJF | Sony Corp | Pink Sheet | Consumer Electronics | |
| DSECF | Daiwa Securities Group | Pink Sheet | Capital Markets | |
| AKZOF | Akzo Nobel NV | OTC Stock | Specialty Chemicals | |
| HNDAF | Honda Motor Co | Pink Sheet | Auto Manufacturers | |
| HTHIF | Hitachi | Pink Sheet | Conglomerates | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| ROG | Rogers | Stock | Information Technology | |
| UBS | UBS Group AG | Stock | Financials |
Clearbridge International Risk Profiles
| Mean Deviation | 0.7254 | |||
| Semi Deviation | 0.8417 | |||
| Standard Deviation | 0.9813 | |||
| Variance | 0.9629 |
Clearbridge International Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge International 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 International security.
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