LMNSX Mutual Fund

LMNSX Mutual Fund (ClearBridge Small Cap Fund Class I) is managed by Franklin Templeton Investments (US) with $195.9M in net assets. LMNSX expense ratio is 0.85%, holding 88 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1994-12-01.

LMNSX performance shows a YTD return of 15.61%. The 1-year return is 25.10% and the 5-year return is 4.92%. LMNSX dividend yield stands at 5.16%, paid annually.

LMNSX 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 LMNSX holdings, LMNSX sectors, or LMNSX dividends.

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