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Clearbridge Small Cap Growth Fd Cl I: (MF: SBPYX)

(NASDAQ Mutual Funds) As of Oct 28, 2026 06:26 PM ET

$39.64 USD

+0.38 (0.97%)

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 7.51 79
3 months -10.51 78
6 months 8.88 67
1 Year 4.84 87
3 Year 10.81 82
5 Year -0.38 91
10 Year 9.86 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.13
Bull Market (2/09 - 3/21) 884.49

Load Adjusted Returns as of Sep 30, 2026

1 Year 4.84
5 Year -0.37
10 Year 9.86
Since Inception 9.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.26 21.68 -10.51 NA
2025 -7.91 11.46 9.47 -2.48
2024 2.72 -4.64 5.02 1.42
2023 6.59 1.25 -8.80 10.70
2022 -14.35 -20.68 -0.97 6.09
2021 4.34 7.92 -2.98 2.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.509.574.348.97-28.6312.1643.8525.594.4525.276.14
% Total Return Rel to Index -5.23-8.64-20.67-17.26-10.43-16.5225.45-5.908.843.47-5.79
% Total Return Rel to Peer -4.012.27-7.58-7.10-9.12-7.1524.860.1515.239.67-9.80
% 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 0.930.900.910.910.900.910.900.910.900.910.90

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