Clearbridge Small Cap Fund Quote
| LMNSX Fund | USD 76.52 0.40 0.52% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Clearbridge Small is trading at 76.52 as of the 11th of December 2024; that is 0.52 percent decrease since the beginning of the trading day. The fund's open price was 76.92. Clearbridge Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2022 and ending today, the 11th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. More on Clearbridge Small Cap
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Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Blend Funds, Small Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Clearbridge Small Cap [LMNSX] is traded in USA and was established 11th of December 2024. Clearbridge Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Franklin Templeton Investments family. This fund now has accumulated 844.77 M in assets with no minimum investment requirementsClearbridge Small Cap is currently producing year-to-date (YTD) return of 15.24% with the current yeild of 0.0%, while the total return for the last 3 years was 3.2%.
Check Clearbridge Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Small Cap Mutual Fund Constituents
| AAN | The Aarons | Stock | Consumer Discretionary | |
| ACHC | Acadia Healthcare | Stock | Health Care | |
| AMRN | Amarin PLC | Stock | Health Care | |
| LRN | Stride Inc | Stock | Consumer Discretionary | |
| AEIS | Advanced Energy Industries | Stock | Information Technology | |
| GATX | GATX Corporation | Stock | Industrials | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| VSTO | Vista Outdoor | Stock | Consumer Discretionary |
Clearbridge Small Cap Risk Profiles
| Mean Deviation | 0.7603 | |||
| Semi Deviation | 0.5194 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 |
Clearbridge Small Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Small financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Small security.
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