LMASX Mutual Fund

LMASX Mutual Fund (ClearBridge Small Cap Fund Class C) is managed by Franklin Templeton Investments (US) with $11.4M in net assets. LMASX expense ratio is 1.85%, holding 88 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1985-12-30.

LMASX performance shows a YTD return of 14.95%. The 1-year return is 23.83% and the 5-year return is 3.89%. LMASX dividend yield stands at 10.32%, paid annually.

LMASX 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 LMASX holdings, LMASX sectors, or LMASX dividends.

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