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Clearbridge Small Cap Growth Fd: (MF: SASMX)

(MF) As of Apr 29, 2016 06:25 PM ET

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$24.64 USD

-0.15 (-0.61%)

Is SASMX a
Buy, Hold or Sell?

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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD -8.79 94
3 months -8.79 94
6 months -1.89 75
1 Year -14.25 83
3 Year 4.38 77
5 Year 7.50 35
10 Year 5.83 34

* Annual for three years and beyond.

Zacks Premium Research for SASMX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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Portfolio Statistics

%Unrealized Gain YTD 11.58
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 1,029.34
%Turnover 3/31/2016 14.00

Risk

3 Year 5 Year 10 Year
Beta 1.17 1.24 1.14
Alpha -7.78 -5.58 -1.14
R Squared 0.61 0.75 0.79
Std. Dev. 16.95 17.43 19.62
Sharpe 0.34 0.52 2.00

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Technology 29.71
Services 15.86
Other 11.32
Industrial Cyclical 9.48
Non-Durable 8.80
Retail Trade 8.62
Health 8.47
Finance 5.49
Consumer Durables 1.61
Energy 0.64

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2016)
% of Portfolio Value (Mil$)
MONRO MUFFLER BRAKE INC 2.58 66.55
ORBITAL ATK INC 2.56 66.25
CASEY S GENERAL STORES IN 2.56 66.04
MEDIDATA SOLUTIONS INC 2.54 65.58
CORE MARK HOLDING CO INC 2.52 65.06
BUFFALO WILD WINGS INC 2.49 64.44
ATHENAHEALTH 2.46 63.60
INSULET CORP 2.38 61.41
MAXIMUS INC 2.35 60.65

Stock Holding % of Net Assets

As Of 1/31/2016
Total Issues 83
Avg. P/E 26.40
Avg. P/Book 3.09
Avg. EPS Growth 13.75
Avg. Market Value (Mil $) 2,456

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 77.09
Small Value 12.32
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00