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 IS LMOIX
- NAV / 1-Day Return 41.31 / −1.29 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.780%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1.0 Mil
- Status Limited
- TTM Yield 0.00
- Turnover 13%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:43 AM GMT+0
Morningstar’s Analysis LMOIX
Will LMOIX 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 27.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Wingstop Inc | 3.22 | 113.0 Mil | Consumer Cyclical |
Casey's General Stores Inc | 2.96 | 103.8 Mil | Consumer Cyclical |
Hamilton Lane Inc Class A | 2.89 | 101.4 Mil | Financial Services |
Trex Co Inc | 2.87 | 100.4 Mil | Industrials |
BJ's Wholesale Club Holdings Inc | 2.83 | 99.1 Mil | Consumer Defensive |
Varonis Systems Inc | 2.75 | 96.3 Mil | Technology |
Wix.com Ltd | 2.66 | 93.2 Mil | Technology |
RBC Bearings Inc | 2.54 | 88.9 Mil | Industrials |
Shift4 Payments Inc Class A | 2.54 | 88.9 Mil | Technology |
XPO Inc | 2.11 | 74.0 Mil | Industrials |