LMOIX Mutual Fund

LMOIX Mutual Fund (ClearBridge Small Cap Growth Fund Class IS) is managed by Franklin Templeton Investments (US) with $872.9M in net assets. LMOIX expense ratio is 0.79%, holding 96 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2008-08-04.

LMOIX performance shows a YTD return of 11.47%. The 1-year return is 17.22% and the 5-year return is 0.03%. LMOIX dividend yield stands at 15.21%, paid annually.

LMOIX top holdings include Bloom Energy Corporation Com Cl A (5.5%), Lattice Semiconductor Corp. (3.9%), Rbc Bearings Inc (3.2%), Fabrinet (3.0%), Xpo Logistics Inc. (2.6%). 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.