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ClearBridge Small Cap Growth FI LMPSX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 34.18  /  −1.30 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 13%

USD | NAV as of Jun 15, 2024 | 1-Day Return as of Jun 15, 2024, 12:29 AM GMT+0

Morningstar’s Analysis LMPSX

Will LMPSX outperform in future?

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

Upcoming manager change.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

A comanager change is upcoming on ClearBridge Small Cap Growth, but the continued presence of longtime manager Aram Green and his sensible approach to small-cap growth investing keeps this a compelling option for investors.

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Portfolio Holdings LMPSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trex Co Inc

3.46 140.8 Mil
Industrials

Wingstop Inc

3.29 133.6 Mil
Consumer Cyclical

Casey's General Stores Inc

3.04 123.7 Mil
Consumer Cyclical

Varonis Systems Inc

2.63 106.8 Mil
Technology

BJ's Wholesale Club Holdings Inc

2.60 105.6 Mil
Consumer Defensive

RBC Bearings Inc

2.48 100.6 Mil
Industrials

Hamilton Lane Inc Class A

2.46 100.1 Mil
Financial Services

XPO Inc

2.32 94.1 Mil
Industrials

H&E Equipment Services Inc

2.26 92.0 Mil
Industrials

Lattice Semiconductor Corp

2.26 91.8 Mil
Technology