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Clearbridge Small Cap Growth Fund Cl A: (MF: SASMX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:57 PM ET
$33.14 USD
+1.22 (3.82%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.25 | 38 |
| 3 months | -2.55 | 95 |
| 6 months | 6.60 | 74 |
| 1 Year | 9.25 | 38 |
| 3 Year | 7.30 | 89 |
| 5 Year | -0.32 | 90 |
| 10 Year | 9.29 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 155.88 |
| Bear Market (10/07 - 2/09) | -50.48 |
| Bull Market (2/09 - 3/21) | 730.75 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 3.55 |
| 5 Year | -1.38 |
| 10 Year | 8.71 |
| Since Inception | 8.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.98 | 11.38 | 9.39 | -2.55 |
| 2024 | 2.68 | -4.72 | 4.98 | 1.35 |
| 2023 | 6.49 | 1.20 | -8.88 | 10.62 |
| 2022 | -14.41 | -20.73 | -1.05 | 6.05 |
| 2021 | 4.28 | 7.86 | -3.04 | 2.58 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.25 | 4.09 | 8.63 | -28.81 | 11.88 | 43.45 | 25.22 | 4.16 | 24.93 | 5.75 |
| % Total Return Rel to Index | -8.96 | -20.92 | -17.61 | -10.61 | -16.79 | 25.05 | -6.26 | 8.56 | 3.14 | -6.17 |
| % Total Return Rel to Peer | 1.94 | -7.83 | -7.44 | -9.29 | -7.42 | 24.45 | -0.21 | 14.94 | 9.34 | -10.19 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 6.34 | 2.90 | 0.15 | 0.00 | 5.45 | 3.25 | 2.63 | 4.67 | 1.16 | 0.82 |
| Expense Ratio | 1.21 | 1.19 | 1.18 | 1.18 | 1.16 | 1.17 | 1.19 | 1.19 | 1.23 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%