ClearBridge Small Cap Growth Fund Class C (SCSMX)
| Fund Assets | 2.07B |
| Expense Ratio | 1.98% |
| Min. Investment | $1,000 |
| Turnover | 22.00% |
| Dividend (ttm) | 6.34 |
| Dividend Yield | 34.11% |
| Dividend Growth | 118.09% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2025 |
| Previous Close | 18.41 |
| YTD Return | 4.56% |
| 1-Year Return | 5.74% |
| 5-Year Return | -13.39% |
| 52-Week Low | 13.19 |
| 52-Week High | 19.49 |
| Beta (5Y) | n/a |
| Holdings | 86 |
| 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 5.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.18%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FECGX | Fidelity | Fidelity Small Cap Growth Index Fund | 0.05% |
| FCIGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class I | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 2.08% |
Top 10 Holdings
24.21% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 2.91% |
| Bloom Energy Corporation | BE | 2.80% |
| Lattice Semiconductor Corporation | LSCC | 2.73% |
| Penumbra, Inc. | PEN | 2.60% |
| Fabrinet | FN | 2.34% |
| BWX Technologies, Inc. | BWXT | 2.25% |
| XPO, Inc. | XPO | 2.18% |
| Casey's General Stores, Inc. | CASY | 2.16% |
| Mirum Pharmaceuticals, Inc. | MIRM | 2.14% |
| PJT Partners Inc. | PJT | 2.10% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 11, 2025 | $6.34162 | Dec 11, 2025 |
| 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 |