Nasdaq - Delayed Quote • USD
ClearBridge Small Cap Growth IS (LMOIX)
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -3.55% |
| 5y Average Return | 5.19% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LMOIX | Category Average | LMOIX | Category Average | LMOIX | Category Average | |
| Alpha | -16.12 | -0.02 | -8.04 | 0.01 | -5.09 | -0.02 |
| BETA | 1.14 | 0.01 | 1.16 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | -0.2 | 0.02 | 0.83 | 0.02 | 0.86 | 0.01 |
| R-squared | 75.87 | 0.78 | 76.1 | 0.73 | 71.92 | 0.73 |
| Standard Deviation | 23.02 | 0.26 | 24.42 | 0.21 | 20.95 | 0.19 |
| Sharpe Ratio | -0.23 | 0.01 | 0.32 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | -6.82 | 0.15 | 4.35 | 0.17 | 5.97 | 0.11 |
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