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ClearBridge Small Cap I LMNSX

Quantitative rating as of
  • NAV / 1-Day Return 64.08  /  2.22 %
  • Total Assets 868.8 Mil
  • Adj. Expense Ratio
    0.840%
  • 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.

Summary

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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.

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