Clearbridge Small Cap Fund Quote
| SASMX Fund | USD 36.17 0.14 0.39% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Clearbridge Small is trading at 36.17 as of the 17th of January 2025; that is 0.39% up since the beginning of the trading day. The fund's open price was 36.03. Clearbridge Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent 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. More on Clearbridge Small Cap
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Growth Funds, Small Growth, 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 [SASMX] is traded in USA and was established 17th of January 2025. Clearbridge Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 4.42 B in assets with minimum initial investment of 1 K. Clearbridge Small Cap is currently producing year-to-date (YTD) return of 0.35%, while the total return for the last 3 years was -4.7%.
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
| PD | Pagerduty | Stock | Information Technology | |
| AZPN | Aspen Technology | Stock | Information Technology | |
| CDNA | Caredx Inc | Stock | Health Care | |
| WAL | Western Alliance Bancorporation | Stock | Financials | |
| MMS | Maximus | Stock | Industrials | |
| CPRT | Copart Inc | Stock | Industrials | |
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary | |
| BAND | Bandwidth | Stock | Communication Services |
Clearbridge Small Cap Risk Profiles
| Mean Deviation | 1.02 | |||
| Standard Deviation | 1.62 | |||
| Variance | 2.61 | |||
| Risk Adjusted Performance | (0.01) |
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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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |