Skip to Content

ClearBridge Small Cap Growth I SBPYX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 36.90  /  1.39 %
  • Total Assets 3.9 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Limited
  • TTM Yield
  • Turnover 9%

Morningstar’s Analysis SBPYX

Will SBPYX 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SBPYX

  • Current Portfolio Date
  • Equity Holdings 81
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.60
141,547,836
Consumer Defensive
3.39
133,492,263
Industrials
3.08
121,140,113
Industrials
3.07
120,788,192
Technology
3.00
118,138,080
Consumer Cyclical
2.99
117,657,041
Healthcare
2.39
94,062,886
Consumer Cyclical
2.24
87,992,332
Financial Services
2.21
87,185,798
Healthcare
2.09
82,263,160
Energy