ClearBridge Small Cap Growth Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 4 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

#13 in Small Growth

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.46 percent over the past year, 16.88 percent over the past three years, 26.18 percent over the past five years, and 9.85 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date -0.3%
1 Year 26.5%
3 Years (Annualized) 16.9%
5 Years (Annualized) 26.2%
10 Years (Annualized) 9.9%

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Summary

The investment seeks long-term growth of capital. 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.

Fees

Fees are Above Average compared to funds in the same category.
ClearBridge Small Cap Growth Fund has an expense ratio of 1.24 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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