LGASX Mutual Fund

LGASX Mutual Fund (ClearBridge Small Cap Fund Class FI) is managed by Franklin Templeton Investments (US) with $1.5M in net assets. LGASX expense ratio is 1.07%, holding 88 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2004-07-30.

LGASX performance shows a YTD return of 13.13%. The 1-year return is 14.48% and the 5-year return is 6.08%. LGASX dividend yield stands at 5.45%, paid annually.

LGASX top holdings include Matador Resources Co (2.3%), Murphy Usa Inc (1.9%), Zeta Global Holdings Corp-A (1.8%), International Seaways, Inc. (1.8%), Rush Enterprises Inc (1.6%). 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.