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

(NASDAQ Mutual Funds) As of Oct 29, 2026 06:06 PM ET

$34.54 USD

+0.44 (1.29%)

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 -10.59 79
6 months 8.73 68
1 Year 4.53 87
3 Year 10.51 84
5 Year -0.66 92
10 Year 9.55 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 155.88
Bear Market (10/07 - 2/09) -50.47
Bull Market (2/09 - 3/21) 828.11

Load Adjusted Returns as of Sep 30, 2026

1 Year -0.92
5 Year -1.71
10 Year 8.97
Since Inception 8.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.34 21.61 -10.59 NA
2025 -7.98 11.38 9.39 -2.55
2024 2.68 -4.72 4.98 1.35
2023 6.49 1.20 -8.88 10.62
2022 -14.41 -20.73 -1.05 6.05
2021 4.28 7.86 -3.04 2.58

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.269.254.098.63-28.8111.8843.4525.224.1624.935.75
% Total Return Rel to Index -5.47-8.96-20.92-17.61-10.61-16.7925.05-6.268.563.14-6.17
% Total Return Rel to Peer -4.251.94-7.83-7.44-9.29-7.4224.45-0.2114.949.34-10.19
% 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 1.211.191.191.181.181.161.171.191.191.231.24

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