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ClearBridge Small Cap R LMARX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 58.95  /  −0.87 %
  • Total Assets 886.1 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 Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 1:24 AM GMT+0

Morningstar’s Analysis LMARX

Will LMARX outperform in future?

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

Weakness in ClearBridge Small Cap R's People and Process 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 highest quintile among peers.

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Portfolio Holdings LMARX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Century Communities Inc

1.84 15.9 Mil
Consumer Cyclical

Murphy USA Inc

1.76 15.2 Mil
Consumer Cyclical

Bank OZK

1.76 15.2 Mil
Financial Services

Wintrust Financial Corp

1.74 15.0 Mil
Financial Services

Home BancShares Inc

1.57 13.5 Mil
Financial Services

Matador Resources Co

1.56 13.4 Mil
Energy

Magnolia Oil & Gas Corp Class A

1.50 13.0 Mil
Energy

Euronet Worldwide Inc

1.49 12.8 Mil
Technology

HealthEquity Inc

1.48 12.8 Mil
Healthcare

Rush Enterprises Inc Class A

1.48 12.8 Mil
Consumer Cyclical