Comanager Jeff Russell will retire at the end of 2023, but ClearBridge Small Cap Growth remains on solid footing thanks to Aram Green's continued presence and the impending addition of a new comanager. Its Morningstar Medalist Ratings of Silver and Bronze remain unchanged. Russell began managing the strategy in 2007 alongside Green, though at the time, Green was still new to the industry while Russell already had more than two decades of experience. So, while their shared tenure is the same, Green is still relatively young and has plenty of fuel in the tank to manage this strategy for the years ahead. He will not do so alone, either. Jeff Bailin, a longtime analyst on the small- and mid-cap research team at ClearBridge, will join Green as a comanager effective December 2023. Bailin was a generalist as an analyst and has supported this strategy since 2015, so he is already familiar with its process and portfolio. His familiarity should allow for a smooth transition, and investors should not expect any changes to the process.
- NAV / 1-Day Return 30.61 / 1.12 %
- Total Assets 3.9 Bil
Adj. Expense Ratio
- Expense Ratio 1.480%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Limited
- TTM Yield —
- Turnover 9%
Morningstar’s Analysis LMPOX
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- Current Portfolio Date
- Equity Holdings 76
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD