Morningstar

ClearBridge Small Cap Growth Fund Class C SCSMX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $18.52  /  −0.22 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 2.000%
  • Net Expense Ratio 1.990%
  • Fee Level: Distribution Average
  • Share Class Type Level 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 SCSMX

Will SCSMX 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 SCSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCSMX 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 SCSMX’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 SCSMX

More SCSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lattice Semiconductor Corp

2.86 52M
Technology

Xometry Inc Ordinary Shares - Class A

2.57 46M
Industrials

Varonis Systems Inc

2.31 42M
Technology

Zeta Global Holdings Corp Class A

2.29 41M
Technology

RBC Bearings Inc

2.13 38M
Industrials

Moog Inc Class A

2.03 37M
Industrials

Allegro Microsystems Inc Ordinary Shares

1.99 36M
Technology

HealthEquity Inc

1.77 32M
Healthcare

Construction Partners Inc Class A

1.74 31M
Industrials

RadNet Inc

1.74 31M
Healthcare

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