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    ClearBridge Small Cap C (LMASX)

    35.72 -0.10 (-0.28%)
    At close: 8:07:12 PM EST
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    • Previous Close 35.82
    • YTD Return 5.71%
    • Expense Ratio 1.85%
    • Category Small Blend
    • Last Cap Gain 32.00
    • Morningstar Rating
    • Morningstar Risk Rating High
    • Net Assets 637.37M
    • Beta (5Y Monthly) 1.03
    • Yield 0.00%
    • 5y Average Return --
    • Holdings Turnover 33.00%
    • Last Dividend 0.14
    • Inception Date Sep 8, 2017

    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.

    Franklin Templeton, Inc

    Fund Family

    Small Blend

    Fund Category

    637.37M

    Net Assets

    2017-09-08

    Inception Date

    More about ClearBridge Small Cap C

    Performance Overview

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    Trailing returns as of 10/30/2026. Category is Small Blend.

    YTD Return

    LMASX
    5.71%
    Category
    20.19%

    1-Year Return

    LMASX
    6.50%
    Category
    60.18%

    3-Year Return

    LMASX
    9.12%
    Category
    11.32%

    5-Year Return

    LMASX
    2.37%
    Category
    13.88%

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    Holdings

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    Sector Weightings

    Sector LMASX
    Healthcare 17.17%
    Financial Services 16.26%
    Industrials 15.61%
    Technology 14.11%
    Consumer Cyclical 13.60%
    Energy 7.77%
    Basic Materials 6.74%
    Real Estate 5.59%
    Communication Services 1.17%
    Consumer Defensive 1.08%
    Utilities 0.90%
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    Research Reports

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