SBPYX – Fund Analysis – ClearBridge Small Cap Growth I | Morningstar

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Will SBPYX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBPYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SBPYX 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 SBPYX’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

Rated on Apr 25, 2026 Published on Apr 25, 2026

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