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Morningstar

ClearBridge Small Cap C LMASX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 37.25  /  +2.00 %
  • Total Assets 906.9 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis LMASX

Will LMASX 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 LMASX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LMASX 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 LMASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in ClearBridge Small Cap C'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LMASX

More LMASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Murphy USA Inc

2.41 20.7 Mil
Consumer Cyclical

Wintrust Financial Corp

1.76 15.1 Mil
Financial Services

Century Communities Inc

1.72 14.8 Mil
Consumer Cyclical

Everi Holdings Inc

1.70 14.6 Mil
Consumer Cyclical

Matador Resources Co

1.70 14.6 Mil
Energy

Euronet Worldwide Inc

1.58 13.6 Mil
Technology

HealthEquity Inc

1.52 13.0 Mil
Healthcare

OneMain Holdings Inc

1.50 12.9 Mil
Financial Services

Home BancShares Inc

1.50 12.8 Mil
Financial Services

ICF International Inc

1.47 12.6 Mil
Industrials