Morningstar

ClearBridge Small Cap Growth Fund Class R LMPOX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 32.22  /  +0.12 %
  • Total Assets 1.9B
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.470%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 10:16 AM GMT+0

Morningstar’s Analysis LMPOX

Will LMPOX outperform in the 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 LMPOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LMPOX 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 LMPOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This soon-to-be-reopened fund has performed better lately after several subpar years.

Principal Jack Shannon

Jack Shannon

Principal

Summary

After a tough stretch, ClearBridge Small Cap Growth has posted stronger performance ahead of its planned reopening to investors. It remains a solid small-cap growth option.

by Jack Shannon
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Portfolio Holdings LMPOX

More LMPOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lattice Semiconductor Corp

2.77 53M
Technology

RBC Bearings Inc

2.32 44M
Industrials

PJT Partners Inc Class A

2.28 43M
Financial Services

Allegro Microsystems Inc Ordinary Shares

2.25 43M
Technology

Cactus Inc Class A

2.06 39M
Energy

Xometry Inc Ordinary Shares - Class A

2.02 39M
Industrials

Dutch Bros Inc Class A

1.98 38M
Consumer Cyclical

Moog Inc Class A

1.96 37M
Industrials

HealthEquity Inc

1.90 36M
Healthcare

Construction Partners Inc Class A

1.89 36M
Industrials

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