Morningstar

ClearBridge Small Cap Growth Fund Class R LMPOX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 31.25  /  +1.17 %
  • Total Assets 1.8B
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.470%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

Morningstar’s Analysis LMPOX

Will LMPOX outperform in the future?

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

  • 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
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Portfolio Holdings LMPOX

More LMPOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Zeta Global Holdings Corp Class A

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Varonis Systems Inc

2.03 38M
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RBC Bearings Inc

2.01 38M
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Construction Partners Inc Class A

1.95 37M
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Allegro Microsystems Inc Ordinary Shares

1.89 36M
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Moog Inc Class A

1.88 36M
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