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Clearbridge Small Cap Growth Fund Cl A: (MF: SASMX)

(NASDAQ Mutual Funds) As of Dec 14, 2018 08:15 PM ET

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$31.09 USD

-0.57 (-1.80%)

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 Nov 30, 2018

Total Return %* Percentile Rank Objective
YTD 15.42 3
3 months -13.08 83
6 months -1.20 14
1 Year 16.02 3
3 Year 13.20 10
5 Year 9.24 13
10 Year 16.88 10

* 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 46.76
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 11/30/2018 858.00
%Turnover 11/30/2018 12.00

Risk

3 Year 5 Year 10 Year
Beta 1.33 1.20 1.07
Alpha -1.85 -2.95 1.76
R Squared 0.62 0.57 0.71
Std. Dev. 15.98 15.90 16.93
Sharpe 0.85 0.63 2.00

Sector / Country Weightings

As of 11/30/2018 % of Portfolio
Technology 27.11
Services 15.83
Industrial Cyclical 14.38
Other 13.06
Retail Trade 10.02
Health 6.25
Non-Durable 5.33
Finance 4.89
Consumer Durables 2.02
Energy 1.11

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2018)
% of Portfolio Value (Mil$)
NA 4.46 153.07
TREX CO 3.67 126.02
COPART INC 3.27 112.19
ICON P.L.C. 3.05 104.66
MEDIDATA SOLUTIONS 2.79 95.73
IDEX CORP 2.53 86.85
INSULET CORP 2.47 84.73
SYNEOS HEALTH INC 2.24 77.07
ATHENAHEALTH 2.20 75.54

Stock Holding % of Net Assets

As Of 7/31/2018
Total Issues 79
Avg. P/E 29.06
Avg. P/Book 2.99
Avg. EPS Growth 8.65
Avg. Market Value (Mil $) 4,760

Allocation

% of Portfolio
Large Growth 15.83
Large Value 0.00
Small Growth 61.47
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 17.89
Foreign Bond 0.00
High Yield Bond 0.00