Skip to Content
Morningstar

ClearBridge Small Cap Growth A SASMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis SASMX

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

  • People Pillar

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

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.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor