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.
- NAV / 1-Day Return 36.90 / 1.39 %
- Total Assets 3.9 Bil
-
Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 81
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 28.0