Morningstar

ClearBridge Small Cap Growth Fund Class A SASMX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $32.74  /  −0.24 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.190%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

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 21.5
Top 10 Holdings
% Portfolio Weight
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