4 / 5 Stars
5 5 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#14 in Small Growth
U.S. News evaluated 211 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 42.66 percent over the past year, 20.49 percent over the past three years, 25.06 percent over the past five years, and 10.38 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||39.8%|
|3 Years (Annualized)||20.5%|
|5 Years (Annualized)||25.1%|
|10 Years (Annualized)||10.4%|
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 are Above Average compared to funds in the same category.
ClearBridge Small Cap Growth Fund has an expense ratio of 1.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.