Nasdaq - Delayed Quote USD

ClearBridge Small Cap C (LMASX)

33.85 +0.18 (+0.53%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -3.23%
5y Average Return 3.07%
Number of Years Up 28
Number of Years Down 10
Best 1Y Total Return (Apr 22, 2024) 78.54%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 78.54%
Worst 3Y Total Return -1.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMASX
Category
YTD
2.92%
20.19%
1-Month
3.54%
0.02%
3-Month
2.92%
4.36%
1-Year
16.41%
60.18%
3-Year
-0.46%
11.32%
5-Year
4.82%
13.88%
10-Year
6.52%
11.19%
Last Bull Market
49.53%
27.98%
Last Bear Market
-17.30%
-24.08%

Annual Total Return (%) History

Year
LMASX
Category
2024
--
--
2023
16.02%
--
2022
-21.19%
--
2021
18.01%
--
2020
2.44%
10.99%
2019
29.75%
23.75%
2018
-9.76%
-12.72%
2017
11.00%
12.28%

2016
26.44%
20.78%
2015
-5.12%
-5.38%
2014
7.00%
3.79%
2013
35.08%
37.39%
2012
18.23%
15.46%
2011
-17.33%
-4.07%
2010
19.01%
25.61%
2009
78.54%
31.80%
2008
-54.25%
-36.56%
2007
-3.58%
-1.10%
2006
7.80%
15.03%
2005
8.34%
6.75%
2004
13.05%
18.94%
2003
54.36%
43.41%
2002
-8.74%
-16.22%
2001
2.26%
8.92%
2000
-12.00%
11.89%
1999
35.54%
19.95%
1998
23.31%
-3.03%
1997
22.12%
26.36%
1996
28.65%
21.50%
1995
22.50%
27.21%
1994
-13.07%
-1.76%
1993
24.13%
17.65%
1992
15.36%
13.94%
1991
39.44%
40.70%
1990
0.52%
-11.95%
1989
32.08%
18.31%
1988
19.70%
23.02%
1987
-10.44%
-1.94%
1986
7.35%
7.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.92% -- -- --
2023 2.57% 9.30% -5.46% 9.46%
2022 -4.08% -17.30% -6.73% 6.52%
2021 12.59% 6.73% -5.19% 3.57%
2020 -38.84% 23.16% 4.77% 29.81%
2019 16.67% 2.44% -4.09% 13.19%
2018 -1.12% 6.23% 7.59% -20.15%
2017 2.83% 3.22% 2.44% 2.08%
2016 0.69% 6.85% 6.90% 9.95%
2015 2.28% 0.52% -9.09% 1.51%

2014 0.91% 4.21% -5.97% 8.21%
2013 12.37% 2.70% 5.53% 10.91%
2012 16.07% -5.21% 2.51% 4.83%
2011 4.77% -3.04% -25.92% 9.86%
2010 10.71% -13.06% 11.90% 10.50%
2009 -2.62% 33.06% 31.52% 4.76%
2008 -23.20% 1.84% -13.42% -32.44%
2007 4.86% 8.14% -3.65% -11.75%
2006 7.15% -9.43% 1.59% 9.33%
2005 -5.46% 4.65% 5.35% 3.95%
2004 3.53% 3.43% -7.49% 14.13%
2003 -1.18% 29.17% 6.50% 13.55%
2002 5.90% -15.01% -10.61% 13.44%
2001 -6.22% 14.34% -26.29% 29.38%
2000 0.32% -6.86% 2.77% -8.37%
1999 5.69% 7.99% -3.18% 22.64%
1998 11.62% -0.86% -20.49% 40.13%
1997 -4.60% 15.84% 15.12% -4.01%
1996 10.00% 5.49% 2.43% 8.24%
1995 4.89% 7.65% 8.67% -0.16%
1994 -2.62% -7.40% 5.02% -8.20%
1993 -0.39% 7.05% 10.92% 4.95%
1992 3.99% -5.91% 0.20% 17.67%
1991 20.38% 0.96% 9.88% 4.42%
1990 -0.37% 7.14% -12.53% 7.66%
1989 14.07% 11.40% 15.00% -9.62%
1988 16.71% 8.09% -3.01% -2.17%
1987 21.88% -1.48% 3.52% -27.95%
1986 15.30% 4.16% -13.60% 3.44%

Rank in Category (By Total Return)

YTD 85
1-Month 62
3-Month 85
1-Year 70
3-Year 92
5-Year 96

Load Adjusted Returns

1-Year 15.41%
3-Year -0.46%
5-Year 4.82%
10-Year 6.52%

Performance & Risk

YTD Return -3.23%
5y Average Return 3.07%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Franklin Templeton Investments
Net Assets 922.57M
YTD Return 2.92%
Yield 0.00%
Morningstar Rating
Inception Date Feb 03, 2009

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. The adviser does not currently intend to borrow for investment purposes.

Related Tickers

FIKGX Fidelity Advisor Semiconductors Z
75.09
+2.09%
 
FELAX Fidelity Advisor Semiconductors A
69.28
+2.09%
 
FELIX Fidelity Advisor Semiconductors I
74.93
+2.08%
 
FELTX Fidelity Advisor Semiconductors M
64.67
+2.08%
 
FELCX Fidelity Advisor Semiconductors C
55.41
+2.08%
 
FSELX Fidelity Select Semiconductors
27.51
+2.08%
 
FSEAX Fidelity Emerging Asia
40.59
+2.01%
 
FERIX Fidelity Advisor Emerging Asia I
41.24
+2.00%
 
FIQPX Fidelity Advisor Emerging Asia Z
41.24
+2.00%
 
APHYX Artisan Developing World Fund
17.86
+2.00%
 
FEAAX Fidelity Advisor Emerging Asia A
39.32
+2.00%
 
RYCCX Rydex NASDAQ-100 2x Strategy Fund
300.49
+2.00%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
416.01
+2.00%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
416.13
+2.00%
 
FEATX Fidelity Advisor Emerging Asia M
37.50
+1.99%
 
FERCX Fidelity Advisor Emerging Asia C
33.44
+1.98%
 
ARTYX Artisan Developing World Investor
17.55
+1.98%
 
UOPSX ProFunds UltraNASDAQ-100 Svc
56.93
+1.97%
 
UOPIX ProFunds UltraNASDAQ-100 Inv
82.52
+1.96%
 
APDYX Artisan Developing World Fund
17.74
+1.95%
 
WWWFX Kinetics Internet No Load
76.25
+1.94%
 
KINAX Kinetics Internet Adv A
68.90
+1.94%
 
KINCX Kinetics Internet Adv C
56.37
+1.93%
 
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
67.35
+1.86%
 
FPBFX Fidelity Pacific Basin Fund
28.61
+1.85%
 
RYSIX Rydex Electronics Inv
377.79
+1.82%
 
RYSCX Rydex Electronics C
290.86
+1.82%
 
RYSAX Rydex Electronics H
332.90
+1.82%
 
RYELX Rydex Electronics Fund
343.58
+1.82%
 
UMPIX ProFunds UltraMid Cap Inv
59.74
+1.81%
 
UMPSX ProFunds UltraMid Cap Svc
46.09
+1.79%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
141.58
+1.76%
 
BIPIX ProFunds Biotechnology UltraSector Inv
54.82
+1.74%
 
BIPSX ProFunds Biotechnology UltraSector Svc
34.52
+1.74%
 
BIEAX Brandes International Equity A
20.37
+1.60%
 
FIQLX Fidelity Advisor Japan Z
15.97
+1.59%
 
FJPNX Fidelity Japan
16.01
+1.59%
 
BIECX Brandes International Equity C
19.92
+1.58%
 
BIIEX Brandes International Equity I
20.59
+1.58%
 
FJPCX Fidelity Advisor Japan C
15.48
+1.57%
 
FJPIX Fidelity Advisor Japan I
16.14
+1.57%
 
BIERX Brandes International Equity R6
20.77
+1.56%
 
CCWSX Baird Chautauqua International Gr Inv
17.09
+1.54%
 
FJPTX Fidelity Advisor Japan M
15.78
+1.54%
 
FPJAX Fidelity Japan Fund
15.88
+1.53%
 
CCWIX Baird Chautauqua International Gr Instl
17.23
+1.53%
 
CCGIX Baird Chautauqua Global Growth Instl
21.60
+1.50%
 
CWVCX Calvert International Equity C
18.36
+1.49%
 
CWVGX Calvert International Equity A
21.97
+1.48%
 
VTRIX Vanguard International Value Inv
40.63
+1.47%
 
CCGSX Baird Chautauqua Global Growth Inv
21.35
+1.47%
 
CIESX Calvert International Equity R6
23.60
+1.46%
 
FGFCX Federated Hermes International Leaders C
33.35
+1.46%
 
WCMSX WCM International Small Cap Growth Instl
19.47
+1.46%
 
CWVIX Calvert International Equity I
23.66
+1.46%
 
DODFX Dodge & Cox International Stock Fund
49.65
+1.45%
 
PWIYX PACE International Equity Y
17.49
+1.45%
 
FATEX Fidelity Advisor Technology M
90.25
+1.45%
 
FATIX Fidelity Advisor Technology I
112.12
+1.45%
 
FIKHX Fidelity Advisor Technology Z
112.13
+1.45%
 
FGFRX Federated Hermes Intl Leaders R
36.45
+1.45%
 
PWGAX PACE International Equity A
17.60
+1.44%
 
FADTX Fidelity Advisor Technology A
99.31
+1.44%
 
FGRSX Federated Hermes Intl Leaders R6
36.72
+1.44%
 
FGFAX Federated Hermes International Leaders A
36.73
+1.44%
 
FTHCX Fidelity Advisor Technology C
72.77
+1.44%
 
FGFLX Federated Hermes Intl Leaders IS
36.77
+1.43%
 
FSPTX Fidelity Select Technology
29.70
+1.43%
 
NAIGX Nuveen International Value A
27.61
+1.43%
 
VWILX Vanguard International Growth Adm
102.58
+1.42%
 
NGRRX Nuveen International Value I
27.81
+1.42%
 
FMCKX Fidelity Advisor Focused Emerging Markets Fund
27.14
+1.42%
 
COAGX Caldwell & Orkin - Gator Capital L/S Fd
41.49
+1.42%
 
VWIGX Vanguard International Growth Inv
32.25
+1.42%
 
FTMKX Fidelity Advisor Focused Em Mkts M
28.87
+1.40%
 
NCIGX Nuveen International Value C
26.08
+1.40%
 
SCVEX Hartford Schroders International Stock Fund
17.43
+1.40%
 
PCIEX PACE International Equity P
17.43
+1.40%
 
HSWRX Hartford Schroders International Stk R3
16.72
+1.39%
 
FAMKX Fidelity Advisor Focused Em Mkts A
29.18
+1.39%
 
HSWSX Hartford Schroders International Stk R4
16.81
+1.39%
 
FZAEX Fidelity Advisor Focused Emerging Markets Fund
29.25
+1.39%
 
SCIJX Hartford Schroders International Stk SDR
16.84
+1.38%
 
SCIEX Hartford Schroders International Stk I
16.84
+1.38%
 
HSWTX Hartford Schroders International Stk R5
16.85
+1.38%
 
FIMKX Fidelity Advisor Focused Em Mkts I
29.31
+1.38%
 
HSWFX Hartford Schroders International Stk F
16.86
+1.38%
 
HSWYX Hartford Schroders International Stk Y
16.89
+1.38%
 
AFCGX American Century Focused Intl Gr G
16.38
+1.36%
 
MSEIX AMG Veritas Asia Pacific I
61.20
+1.36%
 
HSWCX Hartford Schroders International Stk C
16.47
+1.35%
 
FACGX Fidelity Advisor Growth Opps C
111.05
+1.35%
 
MIPTX Matthews Pacific Tiger Fund
18.01
+1.35%
 
MAPTX Matthews Pacific Tiger Investor
18.01
+1.35%
 
CNPIX Consumer Staples UltraSector ProFund Inv
70.59
+1.35%
 
FZAHX Fidelity Advisor Growth Opportunities Fund
156.38
+1.35%
 
FAGCX Fidelity Advisor Growth Opps I
154.13
+1.35%
 
FAGOX Fidelity Advisor Growth Opps M
136.25
+1.35%
 
MGSEX AMG Veritas Asia Pacific N
55.77
+1.34%
 
AFCNX American Century Focused Intl Gr Inv
15.83
+1.34%