Nasdaq - Delayed Quote USD

ClearBridge Small Cap Growth FI (LMPSX)

36.78 -0.26 (-0.70%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 37.04
  • YTD Return 2.69%
  • Expense Ratio 1.24%
  • Category Small Growth
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • 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 Nov 1, 2004

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

2004-11-01

Inception Date

Performance Overview: LMPSX

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Trailing returns as of 10/21/2024. Category is Small Growth.

YTD Return

LMPSX
2.69%
Category
12.40%
?

1-Year Return

LMPSX
13.58%
Category
55.69%
?

3-Year Return

LMPSX
6.63%
Category
19.34%
?

5-Year Return

LMPSX
6.48%
Category
20.72%
?

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Holdings: LMPSX

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Top 10 Holdings (27.52% of Total Assets)

SymbolCompany% Assets
WING
Wingstop Inc. 3.12%
HLNE
Hamilton Lane Incorporated 3.10%
VRNS
Varonis Systems, Inc. 3.02%
FOUR
Shift4 Payments, Inc. 2.92%
WIX
Wix.com Ltd. 2.91%
CASY
Casey's General Stores, Inc. 2.69%
RBC
RBC Bearings Incorporated 2.59%
TREX
Trex Company, Inc. 2.54%
BJ
BJ's Wholesale Club Holdings, Inc. 2.42%
XPO
XPO, Inc. 2.23%

Sector Weightings

Recent News: LMPSX

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Research Reports: LMPSX

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