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ClearBridge Small Cap Growth IS (LMOIX)
At close: November 5 at 6:46 PM EST
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9/21 12:03 PM
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41.66 - YTD Return 2.98%
- Expense Ratio 0.78%
- Category Small Growth
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 3.36B
- Beta (5Y Monthly) 1.14
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 13.00%
- Last Dividend --
- Inception Date Aug 4, 2008
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
3.36B
Net Assets
2008-08-04
Inception Date
Performance Overview: LMOIX
View MoreTrailing returns as of 11/1/2024. Category is Small Growth.
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Holdings: LMOIX
View MoreTop 10 Holdings (27.52% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLMOIX
Technology 28.89%
Healthcare 21.55%
Industrials 18.33%
Consumer Cyclical 10.49%
Financial Services 6.88%
Consumer Defensive 5.94%
Energy 4.37%
Basic Materials 2.83%
Communication Services 0.71%
Real Estate 0.00%
Utilities 0.00%
Recent News: LMOIX
View MoreResearch Reports: LMOIX
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