LMARX Mutual Fund

LMARX Mutual Fund (ClearBridge Small Cap Fund Class R) is managed by Franklin Templeton Investments (US) with $4.0M in net assets. LMARX expense ratio is 1.45%, holding 88 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2006-12-28.

LMARX performance shows a YTD return of 14.19%. The 1-year return is 24.33% and the 5-year return is 4.30%. LMARX dividend yield stands at 5.53%, paid annually.

LMARX 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 LMARX holdings, LMARX sectors, or LMARX dividends.

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