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ClearBridge Small Cap Growth R (LMPOX)
At close: November 5 at 6:46 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.12% |
| 5y Average Return | 5.69% |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 1, 2024) | 44.70% |
| Worst 1Y Total Return (Nov 1, 2024) | -- |
| Best 3Y Total Return | 44.70% |
| Worst 3Y Total Return | -5.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LMPOX
Category
- YTD
- 2.45%
- 12.40%
- 1-Month
- 1.33%
- 3.37%
- 3-Month
- 4.89%
- 4.88%
- 1-Year
- 13.25%
- 55.69%
- 3-Year
- -6.88%
- 19.34%
- 5-Year
- 6.20%
- 20.72%
- 10-Year
- 8.29%
- 13.98%
- Last Bull Market
- 25.00%
- 27.85%
- Last Bear Market
- -20.81%
- -24.06%
Annual Total Return (%) History
Year
LMPOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.57% | -4.77% | 4.89% | -- |
| 2023 | 6.44% | 1.12% | -8.94% | 10.54% |
| 2022 | -14.48% | -20.81% | -1.11% | 5.97% |
| 2021 | 4.18% | 7.80% | -3.14% | 2.52% |
| 2020 | -23.89% | 39.15% | 10.93% | 21.75% |
| 2019 | 14.85% | 4.80% | -3.52% | 7.55% |
| 2018 | 5.93% | 11.99% | 10.66% | -20.89% |
| 2017 | 5.47% | 5.83% | 5.27% | 6.03% |
| 2016 | -8.83% | 4.09% | 10.20% | 0.90% |
| 2015 | 1.15% | 0.18% | -12.83% | 7.49% |
| 2014 | -0.29% | -1.32% | -3.99% | 9.07% |
| 2013 | 14.36% | 2.81% | 13.92% | 8.04% |
| 2012 | 18.14% | -4.25% | 5.26% | -0.34% |
| 2011 | 8.20% | 0.76% | -20.95% | 16.44% |
| 2010 | 5.34% | -9.03% | 15.20% | 13.26% |
| 2009 | -3.75% | 20.97% | 15.01% | 6.14% |
| 2008 | -12.08% | 7.30% | -11.27% | -29.44% |
| 2007 | 1.77% | 6.96% | 1.55% | -0.94% |
Rank in Category (By Total Return)
| YTD | 95 |
| 1-Month | 48 |
| 3-Month | 86 |
| 1-Year | 96 |
| 3-Year | 86 |
| 5-Year | 91 |
Load Adjusted Returns
| 1-Year | 13.25% |
| 3-Year | -6.88% |
| 5-Year | 6.20% |
| 10-Year | 8.29% |
Performance & Risk
| YTD Return | 2.12% |
| 5y Average Return | 5.69% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 3.36B |
| YTD Return | 2.45% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 04, 2008 |
Fund Summary
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.
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