About LMOIX
ClearBridge Small Cap Growth Fund Class IS is a mutual fund with a core focus on long-term capital growth by investing predominantly in equity securities of companies classified as small-cap. The fund typically allocates at least 80% of its portfolio to firms whose market capitalizations are comparable to those found in the Russell 2000 Index, emphasizing the lower end of the equity market capitalization spectrum. This investment approach targets young, innovative firms or businesses in emerging industries that exhibit above-average earnings and revenue growth rates. The fund demonstrates broad sector exposure, with notable allocations to consumer discretionary, technology, industrials, and healthcare through holdings such as Wingstop Inc, Varonis Systems Inc, and Penumbra Inc. Managed with an institutional share class structure, it is characterized by a relatively low expense ratio and a portfolio concentrated in its top holdings, reflecting a conviction-driven, high-growth strategy. ClearBridge Small Cap Growth Fund Class IS plays a significant role in providing investors with access to the potential upside of small, dynamic companies within the broader U.S. equity market, while also being subject to the higher volatility typical of the small-cap growth segment.
Fund Family Franklin Templeton Investments
Category Small Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LMOIX
Share Class Class Is
Index Russell 2000 Growth TR
LMOIX had a total return of 5.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.19%.
