Back to top
more

Clearbridge Small Cap Growth Fd Cl R: (MF: LMPOX)

(NASDAQ Mutual Funds) As of Aug 6, 2026 06:03 PM ET

$32.79 USD

-0.36 (-1.09%)

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

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

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 19.80 60
3 months 21.49 37
6 months 19.80 60
1 Year 27.52 71
3 Year 10.88 87
5 Year 0.67 92
10 Year 11.55 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.50
Bull Market (2/09 - 3/21) 792.09

Load Adjusted Returns as of Jun 30, 2026

1 Year 27.51
5 Year 0.66
10 Year 11.55
Since Inception 9.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.39 21.49 NA NA
2025 -8.05 11.30 9.33 -2.65
2024 2.56 -4.77 4.89 1.28
2023 6.43 1.11 -8.94 10.54
2022 -14.48 -20.81 -1.11 5.97
2021 4.17 7.80 -3.13 2.51

Annual Return

20262025202420232022202120202019201820172016
% Total Return 19.808.933.768.33-29.0311.5143.0324.893.8524.585.51
% Total Return Rel to Index 0.79-9.29-21.25-17.91-10.83-17.1724.63-6.598.242.78-6.42
% Total Return Rel to Peer -2.151.62-8.16-7.74-9.52-7.8024.03-0.5314.628.98-10.43
% Perf Quintile vs Peer* 4.003.005.005.005.004.001.003.001.001.005.00
% 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 0.001.471.481.481.481.481.461.491.471.481.47

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