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.
- NAV / 1-Day Return 56.68 / 1.29 %
- Total Assets 863.9 Mil
Adj. Expense Ratio
- 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.