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ClearBridge Small Cap Growth R (LMPOX)

27.68
+0.38
+(1.39%)
At close: 8:04:21 PM EDT
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  • Previous Close 27.30
  • YTD Return -8.05%
  • Expense Ratio 1.48%
  • Category Small Growth
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.25B
  • Beta (5Y Monthly) 1.20
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend --
  • Inception Date Jul 1, 1998

The fund normally invests at least 80% of its assets in equity securities of companies with small market capitalizations and related investments. The portfolio managers use a growth-oriented investment style that emphasizes small U.S. companies.

Franklin Templeton Investments

Fund Family

Small Growth

Fund Category

2.25B

Net Assets

1998-07-01

Inception Date

Performance Overview: LMPOX

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Trailing returns as of 4/9/2025. Category is Small Growth.

YTD Return

LMPOX
8.05%
Category
12.40%
 

1-Year Return

LMPOX
6.98%
Category
55.69%
 

3-Year Return

LMPOX
4.99%
Category
19.34%
 

5-Year Return

LMPOX
8.98%
Category
20.72%
 

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Holdings: LMPOX

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Sector Weightings

SectorLMPOX
Technology   25.25%
Healthcare   23.52%
Industrials   18.91%
Energy   3.89%
Real Estate   0.00%
Utilities   0.00%

Recent News: LMPOX

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Research Reports: LMPOX

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