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ClearBridge Small Cap Growth R (LMPOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.41-0.19 (-0.58%)
At close: 08:01PM EDT

ClearBridge Small Cap Growth R

New York, NY 10041

620 EIGHTH AVENUE, 49TH FLOOR

LEGG MASON & CO., LLC

1-877-721-1926
Management Information
,Lead Manager since December 30, 2023
Jeffrey Bailin co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth strategies at ClearBridge Investments. He joined ClearBridge in 2015 as a Portfolio Analyst. Prior to ClearBridge, Jeff worked as Vice President & Lead Analyst, Equity Research for Health Care Distribution & Technology at Credit Suisse. Jeff has a BS in Finance and Accounting from Georgetown University and is a member of the CFA Institute and the CFA Society New York.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyFranklin Templeton Investments
Net Assets3.62B
YTD Return-2.27%
Yield0.00%
Morningstar Rating★★
Inception DateOct 31, 2004

Fund Operations

Last DividendN/A
Last Cap Gain18.00
Holdings Turnover13.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLMPOXCategory Average
Annual Report Expense Ratio (net)1.93%1.21%
Prospectus Net Expense Ratio1.93%N/A
Prospectus Gross Expense Ratio1.93%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A