A comanager change is upcoming on ClearBridge Small Cap Growth, but the continued presence of longtime manager Aram Green and his sensible approach to small-cap growth investing keeps this a compelling option for investors.
ClearBridge Small Cap Growth I SBPYX
- NAV / 1-Day Return 40.73 / +0.32 %
- Total Assets 4.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1.0 Mil
- Status Limited
- TTM Yield —
- Turnover 13%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0
Morningstar’s Analysis SBPYX
Will SBPYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Trex Co Inc | 3.44 | 143.2 Mil | Industrials |
RBC Bearings Inc | 3.20 | 133.3 Mil | Industrials |
Casey's General Stores Inc | 2.71 | 112.9 Mil | Consumer Cyclical |
BJ's Wholesale Club Holdings Inc | 2.67 | 111.1 Mil | Consumer Defensive |
Hamilton Lane Inc Class A | 2.62 | 109.2 Mil | Financial Services |
Varonis Systems Inc | 2.59 | 108.1 Mil | Technology |
Wingstop Inc | 2.57 | 107.1 Mil | Consumer Cyclical |
Penumbra Inc | 2.39 | 99.7 Mil | Healthcare |
Icon PLC | 2.28 | 95.0 Mil | Healthcare |
Shift4 Payments Inc Class A | 2.28 | 94.8 Mil | Technology |