LGASX Mutual Fund

LGASX Mutual Fund (ClearBridge Small Cap Fund Class FI) is managed by Franklin Templeton Investments (US) with $1.8M in net assets. LGASX expense ratio is 1.07%, holding 88 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-07-30.

LGASX performance shows a YTD return of 14.47%. The 1-year return is 24.80% and the 5-year return is 4.59%. LGASX dividend yield stands at 5.38%, paid annually.

LGASX top holdings include Murphy Usa Inc (2.9%), Matador Resources Co (2.3%), Weatherford International Plc (2.0%), International Seaways, Inc. (1.9%), Arrowhead Pharmaceuticals Inc (1.9%). Go to all LGASX holdings, LGASX sectors, or LGASX dividends.

LGASX can be compared against other funds. Use LGASX overlap to find shared positions, or LGASX vs another fund for a side-by-side view. LGASX alternatives are available via the screener, along with tax-loss harvesting opportunities.