LMOIX Mutual Fund

LMOIX Mutual Fund (ClearBridge Small Cap Growth Fund Class IS) is managed by Franklin Templeton Investments (US) with $773.2M in net assets. LMOIX expense ratio is 0.79%, holding 96 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2008-08-04.

LMOIX performance shows a YTD return of 6.06%. The 1-year return is 4.95% and the 5-year return is -0.42%.

LMOIX top holdings include Lattice Semiconductor Corp. (2.5%), Pjt Partners Inc (2.5%), Cactus Inc. (2.3%), Xometry, Inc. (2.2%), Zeta Global Holdings Corp-A (2.1%). Go to all LMOIX holdings, LMOIX sectors, or LMOIX dividends.

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