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ClearBridge Small Cap R LMARX

Quantitative rating as of
  • NAV / 1-Day Return 56.68  /  1.29 %
  • Total Assets 863.9 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.500%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 36%

Morningstar’s Analysis LMARX

Will LMARX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ClearBridge Small Cap R to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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