LISGX Mutual Fund

LISGX Mutual Fund (ClearBridge Small Cap Fund Class IS) is managed by Franklin Templeton Investments (US) with $23.2M in net assets. LISGX expense ratio is 0.74%, holding 99 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2017-09-08.

LISGX performance shows a YTD return of 8.20%. The 1-year return is 13.20% and the 5-year return is 3.13%. LISGX dividend yield stands at 0.41%, paid annually.

LISGX 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 LISGX holdings, LISGX sectors, or LISGX dividends.

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