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ClearBridge Small Cap Growth FI (LMPSX)
At close: 8:05 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.41% |
| 5y Average Return | 5.98% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 1, 2024) | 45.07% |
| Worst 1Y Total Return (Nov 1, 2024) | -- |
| Best 3Y Total Return | 45.07% |
| Worst 3Y Total Return | -4.76% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LMPSX
Category
- YTD
- 2.69%
- 12.40%
- 1-Month
- 1.38%
- 3.37%
- 3-Month
- 4.98%
- 4.88%
- 1-Year
- 13.58%
- 55.69%
- 3-Year
- -6.63%
- 19.34%
- 5-Year
- 6.48%
- 20.72%
- 10-Year
- 8.59%
- 13.98%
- Last Bull Market
- 25.10%
- 27.85%
- Last Bear Market
- -20.75%
- -24.06%
Annual Total Return (%) History
Year
LMPSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.63% | -4.69% | 4.98% | -- |
| 2023 | 6.48% | 1.19% | -8.88% | 10.61% |
| 2022 | -14.42% | -20.75% | -1.08% | 6.04% |
| 2021 | 4.25% | 7.85% | -3.08% | 2.59% |
| 2020 | -23.82% | 39.19% | 11.04% | 21.81% |
| 2019 | 14.93% | 4.85% | -3.41% | 7.60% |
| 2018 | 6.00% | 12.06% | 10.74% | -20.81% |
| 2017 | 5.59% | 5.88% | 5.33% | 6.11% |
| 2016 | -8.76% | 4.16% | 10.32% | 0.95% |
| 2015 | 1.24% | 0.24% | -12.78% | 7.54% |
| 2014 | -0.28% | -1.23% | -3.92% | 9.13% |
| 2013 | 14.42% | 2.86% | 14.02% | 8.11% |
| 2012 | 18.17% | -4.20% | 5.30% | -0.33% |
| 2011 | 8.29% | 0.80% | -20.94% | 16.53% |
| 2010 | 5.45% | -9.03% | 15.30% | 13.27% |
| 2009 | -3.62% | 20.95% | 15.10% | 6.17% |
| 2008 | -12.00% | 7.48% | -11.28% | -29.39% |
Rank in Category (By Total Return)
| YTD | 95 |
| 1-Month | 45 |
| 3-Month | 85 |
| 1-Year | 95 |
| 3-Year | 85 |
| 5-Year | 90 |
Load Adjusted Returns
| 1-Year | 13.58% |
| 3-Year | -6.63% |
| 5-Year | 6.48% |
| 10-Year | 8.59% |
Performance & Risk
| YTD Return | 2.41% |
| 5y Average Return | 5.98% |
| 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 | 2.69% |
| 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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