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Morningstar

ClearBridge Small Cap R LMARX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis LMARX

Will LMARX outperform in 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.

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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