Morningstar

ClearBridge Small Cap Fund Class R LMARX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 66.78  /  +0.20 %
  • Total Assets 648.6M
  • 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 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 12:36 AM GMT+0

Morningstar’s Analysis LMARX

Will LMARX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Small Cap R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Matador Resources Co

2.25 16M
Energy

Murphy USA Inc

1.92 13M
Consumer Cyclical

Zeta Global Holdings Corp Class A

1.79 12M
Technology

International Seaways Inc

1.75 12M
Energy

Rush Enterprises Inc Class A

1.64 11M
Consumer Cyclical

Bank OZK

1.63 11M
Financial Services

Wintrust Financial Corp

1.62 11M
Financial Services

GATX Corp

1.62 11M
Industrials

Columbia Banking System Inc

1.48 10M
Financial Services

WSFS Financial Corp

1.48 10M
Financial Services

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