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ClearBridge Small Cap Growth A (SASMX)

NASDAQ - NASDAQ Delayed Price. Currency in USD
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29.75+0.45 (+1.54%)
At close: 8:00PM EDT
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ClearBridge Small Cap Growth A

Legg Mason Partners Equity Trust55 Water Street, 32nd FloorNew York, NY 10041
Management Information
Jeffrey J. Russell,Lead Manager since March 1, 2007
35 years of investment industry experience; Joined a predecessor firm in 1990; Member of the ClearBridge Management Committee; Member of the New York Society of Security Analysts Member of the CFA Institute; Drexel Burnham Lambert - International Portfolio Manager, a Media Analyst and a Global Portfolio Manager MBA from the Wharton School at the University of Pennsylvania; BS in Civil Engineering from the Massachusetts Institute of Technology.
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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 FamilyLegg Mason
Net Assets2.91B
YTD Return13.19%
Morningstar Rating★★★
Inception DateJun 30, 1998

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover9.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSASMXCategory Average
Annual Report Expense Ratio (net)1.24%1.27%
Prospectus Net Expense Ratio1.24%N/A
Prospectus Gross Expense Ratio1.24%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.45%
Max Deferred Sales LoadN/A1.76%
3 Yr Expense Projection946N/A
5 Yr Expense Projection1,217N/A
10 Yr Expense Projection1,989N/A