The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ClearBridge Small Cap I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 64.08 / 2.22 %
- Total Assets 868.8 Mil
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Adj. Expense Ratio
- Expense Ratio 0.850%
- 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 0.17%
- Turnover 36%
Morningstar’s Analysis LMNSX
Will LMNSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.