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ClearBridge Small Cap I LMNSX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 65.37  /  0.26 %
  • Total Assets 883.1 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.46%
  • Turnover 37%

Morningstar’s Analysis LMNSX

Will LMNSX outperform in future?

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

Weakness in ClearBridge Small Cap I's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings LMNSX

  • Current Portfolio Date
  • Equity Holdings 95
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.84
15,927,353
Consumer Cyclical
1.76
15,198,370
Consumer Cyclical
1.76
15,162,621
Financial Services
1.74
14,990,348
Financial Services
1.57
13,538,885
Financial Services
1.56
13,441,704
Energy
1.50
12,959,223
Energy
1.49
12,848,634
Technology
1.48
12,816,784
Healthcare
1.48
12,806,179
Consumer Cyclical