LMSAX – ClearBridge Small Cap A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. The adviser does not currently intend to borrow for investment purposes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LGASX	ClearBridge Small Cap Fund Class FI	No Load	Open			Jul 30, 2004	$1.57M	1.070%	Average	$0	−$194,563.68
LMNSX	ClearBridge Small Cap Fund Class I	Institutional	Open			Dec 1, 1994	$175.14M	0.850%	Below Average	$1M	−$71.88M
LISGX	ClearBridge Small Cap Fund Class IS	Institutional	Open			Sep 8, 2017	$25.38M	0.740%	Low	$1M	−$15.38M
LMSAX	ClearBridge Small Cap Fund Class A	Front Load	Open			Feb 3, 2009	$432.95M	1.070%	Low	$1,000	−$58.49M
LMASX	ClearBridge Small Cap Fund Class C	Level Load	Open			Dec 30, 1985	$9.96M	1.850%	Below Average	$1,000	−$2.76M
LMARX	ClearBridge Small Cap Fund Class R	Retirement, Medium	Open			Dec 28, 2006	$3.59M	1.450%	Average	$0	$207,851.39

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