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ClearBridge Small Cap Growth IS LMOIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
56.58  /  0.89 %
Total Assets
6.3 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Low
Longest Manager Tenure
14.31 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000,000
Status
Limited
TTM Yield
0.00%
Turnover
21%

USD | NAV as of Jun 18, 2021 | 1-Day Return as of Jun 18, 2021, 10:26 PM GMT+00:00

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Morningstar’s Analysis

Will LMOIX outperform in future?

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

Process Pillar

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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

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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

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The Parent Pillar is our rating of LMOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solid all around.

Analyst

Summary

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Because of a technical error, the Analyst Rating for one or more share classes of this fund was incorrect. We have resolved the error and corrected the Analyst Rating for all share classes affected by it. For further details, go to morningstar.com/learn/ar. ClearBridge Small Cap Growth’s proven management team executes a sound, repeatable process, earning it Morningstar Analyst Ratings of Silver and Bronze.

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