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ClearBridge Small Cap A (LMSAX)

33.46
+0.54
+(1.64%)
At close: 8:01:27 PM EDT
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  • Previous Close 32.92
  • YTD Return -6.21%
  • Expense Ratio 1.07%
  • Category Small Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 703.95M
  • Beta (5Y Monthly) 1.14
  • Yield 1.03%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.40
  • Inception Date Jul 30, 2004

Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. The adviser does not currently intend to borrow for investment purposes.

Franklin Templeton Investments

Fund Family

Small Blend

Fund Category

703.95M

Net Assets

2004-07-30

Inception Date

Performance Overview: LMSAX

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

YTD Return

LMSAX
6.21%
Category
20.19%
 

1-Year Return

LMSAX
2.20%
Category
60.18%
 

3-Year Return

LMSAX
0.87%
Category
11.32%
 

5-Year Return

LMSAX
13.40%
Category
13.88%
 

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Holdings: LMSAX

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Sector Weightings

SectorLMSAX
Healthcare   14.81%
Industrials   14.38%
Technology   11.03%
Real Estate   7.93%
Energy   5.22%
Utilities   3.58%

Recent News: LMSAX

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Research Reports: LMSAX

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