Morningstar

ClearBridge Small Cap Growth Fund Class A SASMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 36.32  /  −1.20 %
  • Total Assets 2.0B
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis SASMX

Will SASMX 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 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.

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 SASMX

More SASMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

4.59 92M
Industrials

Lattice Semiconductor Corp

3.91 78M
Technology

RBC Bearings Inc

2.58 52M
Industrials

Allegro Microsystems Inc Ordinary Shares

2.47 49M
Technology

Credo Technology Group Holding Ltd

2.47 49M
Technology

Xometry Inc Ordinary Shares - Class A

2.33 47M
Industrials

Element Solutions Inc

2.29 46M
Basic Materials

XPO Inc

2.20 44M
Industrials

Fabrinet

2.17 43M
Technology

Construction Partners Inc Class A

2.03 41M
Industrials

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