Nasdaq - Delayed Quote USD
ClearBridge Small Cap Growth FI (LMPSX)
At close: 8:05 AM EST
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mutual Of Omaha Investor Services Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pruco Securities, LLC
- UBS Financial Services Inc
- Protected Investors of America
- Comerica Bank
- E TRADE Financial
- H&R Block Financial Advisors Inc
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Edward Jones
- LPL SAM Eligible - 11.01.2023
- Nationwide Retirement Innovator
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- DATALynx NTF
- DATALynx NAV
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Nationwide Retirement Resource
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth Core
- CommonWealth NTF
- Vanguard NTF
- ETrade No Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Raymond James Recommended
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- FTJ FundChoice
- Robert W. Baird & Co.
- Bear Stearns Load-Waived NTF
- CitiStreet (k)Choice Prior 2/2/2007
- WFA MF Advisory Updated 8.7.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- CitiStreet Framewor(k)
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTFN
- CitiStreet (k)Choice R Shares
- Scottrade TF
- Ameriprise Financial
- SB Fidelity Advisor 401(k)
- Prudential Retail
- Principal Advantage
- American PlanPremier
- TIAA-CREF Brokerage Services
- Hartford Adv Mut Fd
- Fidelity Advisor 401(k) I Shares
- Fidelity Advisor 401(k) ACT Shares
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- Morgan Stanley TRAK Fund Solution
- Matrix Financial Solutions
- Hartford Prem Ent
- Trade PMR Transaction Fee
- Trade PMR NTF
- SB Pychx OFS C
- SB Pychx OFS R
- SB Pychx OFS A
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- NYLIM 401(k) Complete
- Hartford RK Plus
- Hartford CPS
- ING (k)Choice
- ING 401(k) Adv
- Met Life Resources MFSP Alliance List
- ADP Access
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Primerica Financial Services
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 8.7.24
- ADP Access Open Fund Architecture
- ADP Access IPS A
- ADP Access IPS R
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- E-Plan Services, Inc.
- Investacorp NTF
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard Load-Waived
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Nationwide Retirement Flexible Advantage
- Smith Barney Portfolio Manager
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Fidelity Advisor 401(k) A Shares
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Nationwide Retirement Innovator Advantage
- ADP Access IPS Z
- Fidelity Advisor 401(k) C Shares
- Fidelity Advisor 401(k) M Shares
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Prudential Advisors Command
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 2
- LPL Brokerage Availability - February 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
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 |
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 |
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