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Clearbridge Small Cap Growth A: (MF: SASMX)

(MF) As of Apr 24, 2017 08:00 PM ET

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$28.93 USD

+0.33 (1.15%)

Zacks MF Rank 3-Hold     3    

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 Mar 31, 2017

Total Return %* Percentile Rank Objective
YTD 5.54 25
3 months 5.54 25
6 months 6.56 88
1 Year 22.39 43
3 Year 3.24 79
5 Year 9.87 70
10 Year 8.00 22

* 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 Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 32.18
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2017 772.16
%Turnover 3/31/2017 9.00

Risk

3 Year 5 Year 10 Year
Beta 1.29 1.20 1.13
Alpha -8.41 -4.97 0.29
R Squared 0.64 0.66 0.80
Std. Dev. 16.75 15.16 19.56
Sharpe 0.27 0.72 2.00

Sector / Country Weightings

As of 3/31/2017 % of Portfolio
Technology 30.93
Services 16.84
Industrial Cyclical 11.50
Retail Trade 11.09
Non-Durable 8.64
Other 8.12
Finance 7.24
Health 3.77
Consumer Durables 0.94
Energy 0.93

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2017)
% of Portfolio Value (Mil$)
TREX CO 2.53 69.84
MEDIDATA SOLUTIONS 2.45 67.54
FORTINET INC 2.45 67.48
ICON P.L.C. 2.37 65.39
MONOLITHIC POWER SYSTEMS 2.34 64.57
ATHENAHEALTH 2.29 63.15
MAXIMUS INC 2.27 62.63
WESTERN ALLIANCE BANCORP 2.26 62.38
ASPEN TECHNOLOGY INC 2.25 62.02

Stock Holding % of Net Assets

As Of 1/31/2017
Total Issues 77
Avg. P/E 27.81
Avg. P/Book 3.14
Avg. EPS Growth 8.53
Avg. Market Value (Mil $) 3,073

Allocation

% of Portfolio
Large Growth 21.48
Large Value 0.00
Small Growth 69.88
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