ClearBridge Small Cap Growth’s capable management team and sound, repeatable process earn the strategy’s share classes Morningstar Analyst Ratings of Silver or Bronze, depending on fees.
ClearBridge Small Cap Growth IS LMOIX
NAV / 1-Day Return
43.95
/
2.20
%
Total Assets
5.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.780%
Expense Ratio
0.780%
Fee Level
Low
Longest Manager Tenure
14.90
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
1,000,000
Status
Limited
TTM Yield
0.00%
Turnover
19%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LMOIX 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 LMOIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LMOIX 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 LMOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A well-structured and compelling option.
