Nasdaq - Delayed Quote USD

ClearBridge Small Cap Growth IS (LMOIX)

39.47 +0.35 (+0.89%)
At close: 8:01 PM EDT

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.

ClearBridge Small Cap Growth IS

New York, NY 10041
620 EIGHTH AVENUE, 49TH FLOOR
1-877-721-1926

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 4.06B
YTD Return 2.76%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2004

Fund Operations

Last Dividend --
Last Cap Gain 18.00
Holdings Turnover 13.00%
Average for Category --

Fees & Expenses

Expense LMOIX Category Average
Annual Report Expense Ratio (net) 0.91% 1.21%
Prospectus Net Expense Ratio 0.91% --
Prospectus Gross Expense Ratio 0.91% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

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