A comanager change is upcoming on ClearBridge Small Cap Growth, but the continued presence of longtime manager Aram Green and his sensible approach to small-cap growth investing keeps this a compelling option for investors.
ClearBridge Small Cap Growth FI LMPSX
- NAV / 1-Day Return 35.05 / +0.95 %
- Total Assets 3.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Limited
- TTM Yield —
- Turnover 13%
USD | NAV as of May 21, 2024 | 1-Day Return as of May 21, 2024, 12:12 AM GMT+0
Morningstar’s Analysis LMPSX
Will LMPSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Trex Co Inc | 3.46 | 140.8 Mil | Industrials |
Wingstop Inc | 3.29 | 133.6 Mil | Consumer Cyclical |
Casey's General Stores Inc | 3.04 | 123.7 Mil | Consumer Cyclical |
Varonis Systems Inc | 2.63 | 106.8 Mil | Technology |
BJ's Wholesale Club Holdings Inc | 2.60 | 105.6 Mil | Consumer Defensive |
RBC Bearings Inc | 2.48 | 100.6 Mil | Industrials |
Hamilton Lane Inc Class A | 2.46 | 100.1 Mil | Financial Services |
XPO Inc | 2.32 | 94.1 Mil | Industrials |
H&E Equipment Services Inc | 2.26 | 92.0 Mil | Industrials |
Lattice Semiconductor Corp | 2.26 | 91.8 Mil | Technology |