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

(NASDAQ Mutual Funds) As of Aug 4, 2026 06:00 PM ET

$41.98 USD

+1.62 (4.01%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 20.14 59
3 months 21.68 36
6 months 20.14 59
1 Year 28.27 69
3 Year 11.52 84
5 Year 1.25 90
10 Year 12.18 27

* 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) 887.64

Load Adjusted Returns as of Jun 30, 2026

1 Year 28.26
5 Year 1.24
10 Year 12.18
Since Inception 9.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.26 21.68 NA 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 20.149.574.348.97-28.6312.1643.8525.594.4525.276.14
% Total Return Rel to Index 1.04-8.64-20.67-17.26-10.43-16.5225.45-5.908.843.47-5.79
% Total Return Rel to Peer -1.902.27-7.58-7.10-9.12-7.1524.860.1515.239.67-9.80
% Perf Quintile vs Peer* 4.002.005.005.005.004.001.003.001.001.005.00
% 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 0.000.900.910.910.900.910.900.910.900.910.90

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