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Clearbridge Small Cap Fund Class R: (MF: LMARX)
(NASDAQ Mutual Funds) As of Sep 19, 2025 08:00 PM ET
$65.13 USD
-0.95 (-1.44%)
Zacks MF Rank
5-Strong Sell of 5 5
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| ClearBridge Small Cap R | LMARX | NA | NA | 0.00 | 0.50 | 0.70 | 1.45 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason Special Invest Tr Prim | LMASX | 36.78 | 12/30/1985 | 0.35 | 6.37 | 6.89 | 8.43 |
| Legg Mason Special Invest Tr F.I. | LGASX | 68.49 | 7/23/2001 | 0.43 | 7.20 | 7.72 | 9.14 |
| Legg Mason Special Invest Tr Instl | LMNSX | 73.59 | 3/31/1997 | 0.59 | 7.45 | 7.96 | 9.51 |
| Legg Mason Special Invest Tr R | LMARX | 65.13 | 11/20/2006 | 0.12 | 6.83 | 7.33 | 8.85 |
| Legg Mason Special Invest Tr A | LMSAX | 41.51 | 2/4/2009 | 0.92 | 7.22 | 7.72 | 9.26 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| ClearBridge Small Cap R | LMARX | 0 | 0 | 0 | A |
Contact Information
| Family | Franklin |
| Address | One Franklin Parkway San Mateo, CA 94403 |
| Phone | 800 342-5236 |