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Clearbridge Small Cap Growth Fd Cl Fi: (MF: LMPSX)

(NASDAQ Mutual Funds) As of Oct 27, 2026 06:28 PM ET

$34.03 USD

+0.58 (1.73%)

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 7.27 80
3 months -10.58 79
6 months 8.72 68
1 Year 4.50 87
3 Year 10.48 84
5 Year -0.68 93
10 Year 9.53 46

* 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) 838.55

Load Adjusted Returns as of Sep 30, 2026

1 Year 4.49
5 Year -0.68
10 Year 9.53
Since Inception 8.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.33 21.59 -10.58 NA
2025 -7.98 11.36 9.37 -2.58
2024 2.63 -4.69 4.98 1.37
2023 6.48 1.19 -8.88 10.60
2022 -14.41 -20.74 -1.08 6.03
2021 4.25 7.85 -3.07 2.58

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.279.174.098.59-28.8511.7943.4125.254.1624.945.84
% Total Return Rel to Index -5.47-9.04-20.92-17.64-10.64-16.8825.01-6.238.563.15-6.09
% Total Return Rel to Peer -4.251.87-7.83-7.48-9.33-7.5124.42-0.1714.949.34-10.10
% 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 1.241.231.201.241.201.211.191.201.191.191.18

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