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ClearBridge Small Cap Growth A SASMX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 34.85  /  −2.08 %
  • Total Assets 3.9 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 Apr 13, 2024 | 1-Day Return as of Apr 13, 2024, 12:26 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.

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 SASMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trex Co Inc

3.44 143.2 Mil
Industrials

RBC Bearings Inc

3.20 133.3 Mil
Industrials

Casey's General Stores Inc

2.71 112.9 Mil
Consumer Cyclical

BJ's Wholesale Club Holdings Inc

2.67 111.1 Mil
Consumer Defensive

Hamilton Lane Inc Class A

2.62 109.2 Mil
Financial Services

Varonis Systems Inc

2.59 108.1 Mil
Technology

Wingstop Inc

2.57 107.1 Mil
Consumer Cyclical

Penumbra Inc

2.39 99.7 Mil
Healthcare

Icon PLC

2.28 95.0 Mil
Healthcare

Shift4 Payments Inc Class A

2.28 94.8 Mil
Technology