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Morningstar

ClearBridge Small Cap Growth A SASMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 36.50  /  +1.45 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

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

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Portfolio Holdings SASMX

More SASMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

Hamilton Lane Inc Class A

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Financial Services

Trex Co Inc

2.87 100.4 Mil
Industrials

BJ's Wholesale Club Holdings Inc

2.83 99.1 Mil
Consumer Defensive

Varonis Systems Inc

2.75 96.3 Mil
Technology

Wix.com Ltd

2.66 93.2 Mil
Technology

RBC Bearings Inc

2.54 88.9 Mil
Industrials

Shift4 Payments Inc Class A

2.54 88.9 Mil
Technology

XPO Inc

2.11 74.0 Mil
Industrials