LMSAX Mutual Fund

LMSAX Mutual Fund (ClearBridge Small Cap Fund Class A) is managed by Franklin Templeton Investments (US) with $420.7M in net assets. LMSAX expense ratio is 1.07%, holding 99 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2009-02-03.

LMSAX performance shows a YTD return of 7.90%. The 1-year return is 12.83% and the 5-year return is 2.78%. LMSAX dividend yield stands at 0.43%, paid annually.

LMSAX top holdings include Matador Resources Co (2.3%), Murphy Usa Inc (1.9%), Zeta Global Holdings Corp-A (1.8%), International Seaways, Inc. (1.8%), Rush Enterprises Inc (1.6%). Go to all LMSAX holdings, LMSAX sectors, or LMSAX dividends.

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