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Clearbridge Small Cap Growth Fund Class Is: (MF: LMOIX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 06:20 PM ET

$39.86 USD

+0.54 (1.37%)

Zacks MF Rank

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.62 79
3 months -10.49 78
6 months 8.96 66
1 Year 4.95 87
3 Year 10.96 81
5 Year -0.25 91
10 Year 10.00 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 904.12

Load Adjusted Returns as of Sep 30, 2026

1 Year 4.95
5 Year -0.24
10 Year 10.00
Since Inception 9.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.23 21.74 -10.49 NA
2025 -7.89 11.52 9.49 -2.48
2024 2.76 -4.63 5.08 1.46
2023 6.61 1.28 -8.75 10.74
2022 -14.32 -20.64 -0.98 6.14
2021 4.36 7.98 -2.94 2.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.629.684.499.10-28.5412.3344.0125.774.5825.466.24
% Total Return Rel to Index -5.12-8.53-20.52-17.13-10.34-16.3525.61-5.718.973.66-5.68
% Total Return Rel to Peer -3.902.38-7.43-6.97-9.02-6.9825.010.3415.359.86-9.70
% Perf Quintile vs Peer* 5.002.005.005.005.004.001.003.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.006.342.900.150.005.453.252.634.671.160.82
Expense Ratio 0.790.780.780.780.780.770.780.770.780.790.78

* 1 = Top 20%, 5 = Bottom 20%