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Clearbridge Small Cap Growth A: (MF: SASMX)

(MF) As of Aug 18, 2017 06:25 PM ET

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$29.31 USD

-0.01 (-0.03%)

Zacks MF Rank 1-Strong Buy 1        

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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Latest Performance as of Jul 31, 2017

Total Return %* Percentile Rank Objective
YTD 13.19 17
3 months 5.26 8
6 months 9.02 23
1 Year 17.80 31
3 Year 7.57 59
5 Year 12.58 61
10 Year 8.41 19

* Annual for three years and beyond.

Zacks Premium Research for SASMX

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

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 34.49
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2017 795.19
%Turnover 7/31/2017 10.00

Risk

3 Year 5 Year 10 Year
Beta -17.01 -5.04 8.45
Alpha 3.54 12.48 13.92
R Squared 0.01 0.00 0.01
Std. Dev. 15.32 14.62 19.43
Sharpe 0.56 0.93 2.00

Sector / Country Weightings

As of 7/31/2017 % of Portfolio
Technology 31.91
Services 17.04
Industrial Cyclical 11.09
Retail Trade 8.90
Non-Durable 8.28
Other 8.15
Finance 7.21
Health 5.41
Consumer Durables 1.08
Energy 0.93

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2017)
% of Portfolio Value (Mil$)
MEDIDATA SOLUTIONS 3.20 89.20
TREX CO 2.59 72.19
FORTINET INC 2.42 67.48
ORBITAL ATK INC 2.36 65.85
ICON P.L.C. 2.36 65.72
COPART INC 2.35 65.69
ASPEN TECHNOLOGY INC 2.27 63.27
IDEX CORP 2.24 62.39
MONOLITHIC POWER SYSTEMS 2.19 61.07

Stock Holding % of Net Assets

As Of 4/30/2017
Total Issues 75
Avg. P/E 28.46
Avg. P/Book 3.00
Avg. EPS Growth 7.8
Avg. Market Value (Mil $) 3,296

Allocation

% of Portfolio
Large Growth 28.15
Large Value 0.00
Small Growth 63.48
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00