ClearBridge Small Cap Fund Class R
LMARX
NASDAQ
| Weiss Ratings | LMARX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LMARX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton, Inc | |||
| Manager/Tenure (Years) | Jeffrey Bailin, CFA (0), Erich Frey (0) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | LMARX-NASDAQ | Click to Compare |
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| Fund Name | ClearBridge Small Cap Fund Class R | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Dec 28, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LMARX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LMARX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.45% | |||
| Asset Allocation | LMARX-NASDAQ | Click to Compare |
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| Cash | 1.69% | |||
| Stock | 98.31% | |||
| U.S. Stock | 98.31% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LMARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.52% | |||
| 30-Day Total Return | 1.50% | |||
| 60-Day Total Return | -5.15% | |||
| 90-Day Total Return | -7.68% | |||
| Year to Date Total Return | 9.27% | |||
| 1-Year Total Return | 15.40% | |||
| 2-Year Total Return | 15.95% | |||
| 3-Year Total Return | 38.76% | |||
| 5-Year Total Return | 9.67% | |||
| Price | LMARX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LMARX-NASDAQ | Click to Compare |
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| Nav | $67.39 | |||
| 1-Month Low NAV | $64.98 | |||
| 1-Month High NAV | $68.39 | |||
| 52-Week Low NAV | $60.03 | |||
| 52-Week Low NAV (Date) | Mar 20, 2026 | |||
| 52-Week High NAV | $73.71 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | LMARX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 17.74 | |||
| Balance Sheet | LMARX-NASDAQ | Click to Compare |
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| Total Assets | 636.29M | |||
| Operating Ratios | LMARX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.45% | |||
| Turnover Ratio | 33.00% | |||
| Performance | LMARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.60% | |||
| Last Bear Market Total Return | -17.22% | |||