ClearBridge Small Cap Growth C (SCSMX)
| Fund Assets | 2.25B |
| Expense Ratio | 1.98% |
| Min. Investment | $1,000 |
| Turnover | 22.00% |
| Dividend (ttm) | 2.91 |
| Dividend Yield | 11.88% |
| Dividend Growth | 1,797.67% |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 12, 2024 |
| Previous Close | 24.48 |
| YTD Return | 9.93% |
| 1-Year Return | 26.14% |
| 5-Year Return | 25.67% |
| 52-Week Low | 17.79 |
| 52-Week High | 27.24 |
| Beta (5Y) | n/a |
| Holdings | 89 |
| Inception Date | Jul 1, 1998 |
About SCSMX
ClearBridge Small Cap Growth Fund Class C is a mutual fund focused on achieving long-term capital growth by investing primarily in growth-oriented small-cap U.S. companies. The fund typically allocates at least 80% of its assets to equity securities of small market capitalization firms, using a bottom-up investment strategy. This approach emphasizes selecting individual stocks based on their growth potential rather than relying on broad economic or sector trends. The fund is managed by a team of sector specialists who analyze and select companies they believe are well-positioned for above-average revenue and earnings growth. ClearBridge Small Cap Growth Fund Class C plays a vital role in diversified portfolios seeking exposure to the dynamic small-cap segment of the U.S. equity market, which can offer unique growth opportunities and diversification benefits over large-cap or international equities.
Performance
SCSMX had a total return of 26.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.65%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
25.90% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 3.08% |
| Casey's General Stores, Inc. | CASY | 3.02% |
| Wingstop Inc. | WING | 2.91% |
| Varonis Systems, Inc. | VRNS | 2.83% |
| Penumbra, Inc. | PEN | 2.51% |
| PJT Partners Inc. | PJT | 2.39% |
| Shift4 Payments, Inc. | FOUR | 2.34% |
| BJ's Wholesale Club Holdings, Inc. | BJ | 2.33% |
| XPO, Inc. | XPO | 2.33% |
| Hamilton Lane Incorporated | HLNE | 2.14% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 12, 2024 | $2.9078 | Dec 12, 2024 |
| Dec 13, 2023 | $0.15323 | Dec 13, 2023 |
| Dec 6, 2021 | $5.45422 | Dec 6, 2021 |
| Dec 7, 2020 | $3.24984 | Dec 7, 2020 |
| Dec 6, 2019 | $2.63417 | Dec 6, 2019 |
| Dec 7, 2018 | $4.66884 | Dec 7, 2018 |