ClearBridge Small Cap Growth Fund

620 Eighth Avenue,47th Floor
New York , NY, 10018

Rank

Rank Universe

Summary

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with proven management teams, good mul

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Directors

Jan 5, 2024
  • Jane Trust
  • Robin J.W. Masters
  • G. Peter O'Brien
  • Paul R. Ades
  • Ken Miller
  • Susan M. Heilbron
  • Andrew L. Breech
  • Arnold L. Lehman
  • Stephen R. Gross
  • Althea L. Duersten
  • Thomas F. Schlafly

Chief Compliance Officer

  • Ted P. Becker

Price

  • $41.66 ( +0.36 ) Nov 1, 2024 Last Close
  • Net Assets
  • $3.9B
    Mar 26, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 19%
  • Expense Ratio
  • 0.78%

Documents

Performance

YTD

-

3 Year

-32.03%

5 Year

7.68%

Best

45.73%

2013

Worst

-28.55%

2022

Alpha

LMOIX Russell 2000

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