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Clearbridge Small Cap Fund Class A: (MF: LMSAX)

(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET

$42.56 USD

-0.13 (-0.31%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for LMSAX

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

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

Hold 3
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
ClearBridge Small Cap A LMSAX 5.50 NA 0.00 0.25 0.70 1.07

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Legg Mason Special Invest Tr Prim LMASX 37.58 12/30/1985 0.00 15.99 0.12 5.80
Legg Mason Special Invest Tr F.I. LGASX 67.21 7/23/2001 0.24 16.92 0.74 6.47
Legg Mason Special Invest Tr Instl LMNSX 72.29 3/31/1997 0.41 17.18 1.12 6.84
Legg Mason Special Invest Tr R LMARX 64.55 11/20/2006 0.00 16.51 0.51 6.20
Legg Mason Special Invest Tr A LMSAX 42.56 2/4/2009 0.58 16.91 0.88 6.61

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
ClearBridge Small Cap A LMSAX 1000 50 250 A

Contact Information

Family Franklin
Address One Franklin Parkway
San Mateo, CA 94403
Phone 800 342-5236