Future Scholar 529 College Savings Plan S C - Clearbridge Small Cap 529 Fund (CSCNX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 18.56 |
| YTD Return | 13.55% |
| 1-Year Return | 24.18% |
| 5-Year Return | 21.61% |
| 52-Week Low | 15.09 |
| 52-Week High | 19.19 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CSCNX
ClearBridge Small Cap 529 Portfolio Class I is a mutual fund designed to provide investors with targeted exposure to U.S. small-cap equities. Its primary function is to seek long-term capital appreciation by investing in a diversified portfolio of smaller companies, which are typically characterized by higher growth potential and greater market volatility compared to their large-cap counterparts. The fund systematically identifies and selects investments in growth-oriented sectors such as technology, industrials, consumer discretionary, healthcare, and financial services, reflecting a broad cross-section of the dynamic small-cap universe. This portfolio is managed by ClearBridge Investments, a well-established asset manager, and is offered as part of 529 college savings plans, supporting education funding objectives for families. It plays a significant role in the market by catering to investors seeking to capitalize on the growth opportunities inherent to small-cap companies, while also serving as a strategic component in diversified long-term investment and education planning strategies.
Performance
CSCNX had a total return of 24.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.92%.