LMPOX – Fund Analysis – ClearBridge Small Cap Growth R | Morningstar

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Will LMPOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMPOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the LMPOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of LMPOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This soon-to-be-reopened fund has performed better lately after several subpar years.

Principal Jack Shannon

Jack Shannon

Principal

Summary

After a tough stretch, ClearBridge Small Cap Growth has posted stronger performance ahead of its planned reopening to investors. It remains a solid small-cap growth option.

by Jack Shannon

Rated on Apr 25, 2026 Published on Apr 25, 2026

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