LMOIX – ClearBridge Small Cap Growth IS Investment Strategy | Morningstar

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Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LMPMX	ClearBridge Small Cap Growth Fund Class 1	No Load	Open			Mar 2, 2007	$3.01M	0.930%	Below Average	$0	−$252,549.92
LMPSX	ClearBridge Small Cap Growth Fund Class FI	No Load	Open			Dec 20, 2007	$2.26M	1.240%	Above Average	$0	−$342,459.80
SBPYX	ClearBridge Small Cap Growth Fund Class I	Institutional	Open			Nov 1, 2004	$427.66M	0.910%	Average	$1M	−$142.25M
LMOIX	ClearBridge Small Cap Growth Fund Class IS	Institutional	Open			Aug 4, 2008	$791.73M	0.790%	Below Average	$1M	−$316.62M
SASMX	ClearBridge Small Cap Growth Fund Class A	Front Load	Open			Jul 1, 1998	$542.88M	1.200%	Below Average	$1,000	−$150.55M
SCSMX	ClearBridge Small Cap Growth Fund Class C	Level Load	Open			Jul 1, 1998	$1.02M	2.000%	Average	$1,000	−$26,100.68
LMPOX	ClearBridge Small Cap Growth Fund Class R	Retirement, Medium	Open			Dec 28, 2006	$54.98M	1.480%	Above Average	$0	−$11.00M

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