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Clearbridge Small Cap Fund Class A: (MF: LMSAX)

(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET

$38.01 USD

-0.21 (-0.55%)

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

Zacks Premium Research for LMSAX

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

Hold 3
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
ClearBridge Small Cap A LMSAX 5.50 NA 0.00 0.25 0.70 1.07

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Legg Mason Special Invest Tr Prim LMASX 35.57 12/30/1985 0.00 16.43 -0.45 4.82
Legg Mason Special Invest Tr R LMARX 60.94 11/20/2006 0.00 16.88 -0.08 5.19
Legg Mason Special Invest Tr F.I. LGASX 63.36 7/23/2001 0.00 17.32 0.14 5.45
Legg Mason Special Invest Tr Instl LMNSX 68.07 3/31/1997 0.00 17.58 0.53 5.83
Legg Mason Special Invest Tr A LMSAX 38.01 2/4/2009 0.00 17.30 0.30 5.60

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
ClearBridge Small Cap A LMSAX 1000 50 250 A

Contact Information

Family Franklin
Address One Franklin Parkway
San Mateo, CA 94403
Phone 800 342-5236