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Morningstar

ClearBridge Small Cap R LMARX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 57.30  /  −0.90 %
  • Total Assets 853.9 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LMARX

Will LMARX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LMARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LMARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in ClearBridge Small Cap R's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LMARX

More LMARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Murphy USA Inc

2.02 18.7 Mil
Consumer Cyclical

Century Communities Inc

1.91 17.6 Mil
Consumer Cyclical

Matador Resources Co

1.79 16.5 Mil
Energy

Wintrust Financial Corp

1.75 16.2 Mil
Financial Services

Euronet Worldwide Inc

1.58 14.6 Mil
Technology

Hillman Solutions Corp Shs

1.55 14.3 Mil
Industrials

Rush Enterprises Inc Class A

1.54 14.2 Mil
Consumer Cyclical

Terex Corp

1.51 14.0 Mil
Industrials

Western Asset Prem Instl US Trs Rsv Pref

1.50 13.9 Mil
Cash and Equivalents

JPMorgan 100% US Tr Sec MM Inst

1.50 13.9 Mil
Cash and Equivalents