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.
ClearBridge Small Cap Growth Fund Class I SBPYX
- NAV / 1-Day Return 39.92 / +0.68 %
- Total Assets 1.9B
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.900%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 20%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:43 AM GMT+0
Morningstar’s Analysis SBPYX
Will SBPYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 5.48 | 110M | Industrials |
Lattice Semiconductor Corp | 3.94 | 79M | Technology |
RBC Bearings Inc | 3.17 | 64M | Industrials |
Fabrinet | 3.03 | 61M | Technology |
XPO Inc | 2.57 | 52M | Industrials |
Allegro Microsystems Inc Ordinary Shares | 2.50 | 50M | Technology |
Element Solutions Inc | 2.45 | 49M | Basic Materials |
BWX Technologies Inc | 2.29 | 46M | Industrials |
Casey's General Stores Inc | 2.27 | 45M | Consumer Cyclical |
Construction Partners Inc Class A | 2.15 | 43M | Industrials |
United States