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ClearBridge Small Cap Growth FI (LMPSX)
At close: 8:05 AM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LMPSX | Category Average | LMPSX | Category Average | LMPSX | Category Average | |
| Alpha | -18.29 | -0.02 | -9.63 | 0.01 | -5.34 | -0.02 |
| BETA | 1.14 | 0.01 | 1.16 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | -0.35 | 0.02 | 0.77 | 0.02 | 0.87 | 0.01 |
| R-squared | 74.65 | 0.78 | 74.86 | 0.73 | 72.95 | 0.73 |
| Standard Deviation | 23.02 | 0.26 | 24.2 | 0.21 | 20.76 | 0.19 |
| Sharpe Ratio | -0.35 | 0.01 | 0.28 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | -9.24 | 0.15 | 3.44 | 0.17 | 5.87 | 0.11 |
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