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Clearbridge Small Cap Growth Fd: (MF: SASMX)

(MF) As of Mar 26, 2015 06:06 PM ET

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$28.14 USD

+0.05 (0.18%)

Zacks MF Rank : 2 - Buy [?]   2      

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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General Information as of Feb 28, 2015

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Feb 28, 2015) 1.66
Objective Small Growth
Peer SC SG

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

Zacks MF Rank [?] Rank Change Trend Buy 2
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 19.70
Net Assets (Mil $) 2/28/2015 1,385.98
%Turnover 2/28/2015 16.00

Allocation

% of Portfolio
Large Growth 11.44
Large Value 0.00
Small Growth 30.73
Small Value 16.10
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 34.44
High Yield Bond 0.00

Sector / Country Weightings

As of 2/28/2015 % of Portfolio
Technology 32.09
Retail Trade 12.32
Industrial Cyclical 11.75
Services 10.99
Other 10.71
Non-Durable 9.71
Finance 6.72
Health 3.32
Utilities 0.98
Energy 0.94
Consumer Durables 0.47

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2014)
% of Portfolio Value (Mil$)
FORTINET INC 2.63 99.06
BALLY TECHNOLOGIES INC 2.49 93.55
MEDIDATA SOLUTIONS 2.33 87.72
ICON P.L.C. 2.24 84.24
TRULIA INC 2.17 81.43
FEI 2.15 80.87
LIONS GATE ENTERTAINMENT 2.01 75.50
PACIRA PHARMACEUTICALS IN 1.92 72.09
MAXIMUS INC 1.91 71.63

Stock Holding % of Net Assets

As Of 10/31/2014
Total Issues 94
Avg. P/E 29.33
Avg. P/Book 4.16
Avg. EPS Growth 14.22
Avg. Market Value (Mil $) 2,560

Risk

3 Year 5 Year 10 Year
Beta 1.13 1.13 1.14
Alpha -2.96 0.27 1.71
R Squared 0.61 0.77 0.80
Std. Dev. 13.81 16.98 19.07
Sharpe 1.27 1.17 2.00