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Morningstar

ClearBridge Small Cap Growth IS LMOIX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 42.73  /  1.43 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.770%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LMOIX

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 down year does not diminish this fund’s appeal.

Senior Analyst

Summary

| by Jack Shannon

ClearBridge Small Cap Growth’s sensibly structured portfolio and skilled management earn the strategy Morningstar Analyst Ratings of Silver or Bronze, depending on fees.

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