LMSAX Mutual Fund

LMSAX Mutual Fund (ClearBridge Small Cap Fund Class A) is managed by Franklin Templeton Investments (US) with $482.5M in net assets. LMSAX expense ratio is 1.07%, holding 88 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2009-02-03.

LMSAX performance shows a YTD return of 14.45%. The 1-year return is 24.81% and the 5-year return is 4.69%. LMSAX dividend yield stands at 9.41%, paid annually.

LMSAX 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 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.