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

(NASDAQ Mutual Funds) As of Jun 15, 2026 06:23 PM ET

$32.93 USD

+0.41 (1.26%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.05 66
3 months 6.43 54
6 months 9.82 78
1 Year 26.24 69
3 Year 11.56 87
5 Year 0.10 93
10 Year 10.68 43

* 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 May 31, 2026

1 Year 16.82
5 Year -1.71
10 Year 9.83
Since Inception 8.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.39 NA 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 12.058.933.768.33-29.0311.5143.0324.893.8524.585.51
% Total Return Rel to Index 4.75-9.29-21.25-17.91-10.83-17.1724.63-6.598.242.78-6.42
% Total Return Rel to Peer -0.801.62-8.16-7.74-9.52-7.8024.03-0.5314.628.98-10.43
% 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%