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Clearbridge Small Cap Growth Fd: (MF: SASMX)

(MF) As of Oct 29, 2014 06:06 PM ET

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$27.26 USD

-0.15 (-0.55%)

Zacks MF Rank : 4 - Sell [?]       4  

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 Sep 30, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Sep 30, 2014) -5.35
Objective Small Cap 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 Sell 4
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 15.64
Net Assets (Mil $) 9/30/2014 1,415.60
%Turnover 9/30/2014 12.00

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 81.34
Small Value 0.00
Foreign Stock 0.00
Emerging Market 6.70
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 9/30/2014 % of Portfolio
Technology 31.23
Other 13.45
Retail Trade 12.18
Industrial Cyclical 11.93
Services 9.81
Non-Durable 7.43
Finance 6.62
Health 4.88
Energy 1.10
Utilities 0.94
Consumer Durables 0.43

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2014)
% of Portfolio Value (Mil$)
TRULIA INC 2.96 105.65
FORTINET INC 2.61 93.36
MEDIDATA SOLUTIONS 2.44 87.19
ICON P.L.C. 2.32 82.94
ASPEN TECHNOLOGY INC 2.01 71.93
PACIRA PHARMACEUTICALS IN 2.00 71.45
LIONS GATE ENTERTAINMENT 1.96 70.19
BALLY TECHNOLOGIES INC 1.96 70.01
CARDTRONICS INC 1.89 67.68

Stock Holding % of Net Assets

As Of 7/31/2014
Total Issues 94
Avg. P/E 31.21
Avg. P/Book 3.88
Avg. EPS Growth 11.45
Avg. Market Value (Mil $) 2,412

Risk

3 Year 5 Year 10 Year
Beta 1.18 1.14 1.15
Alpha -2.52 -0.54 1.60
R Squared 0.67 0.76 0.79
Std. Dev. 15.27 17.37 19.09
Sharpe 1.65 1.06 2.00