ClearBridge Small Cap Growth C (SCSMX)

Fund Assets	1.91B
Expense Ratio	2.00%
Min. Investment	$1,000
Turnover	20.00%
Dividend (ttm)	6.34
Dividend Yield	31.55%
Dividend Growth	118.09%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	20.07
YTD Return	12.77%
1-Year Return	12.90%
5-Year Return	6.13%
52-Week Low	16.76
52-Week High	25.18
Beta (5Y)	1.23
Holdings	102
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.

• Fund Family: Franklin Templeton Investments
• Category: Small Growth
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SCSMX
• Share Class: Class C
• Index: Russell 2000 Growth TR

Performance

SCSMX had a total return of 12.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.74%.

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 I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LMOIX	Class Is	0.79%
SBPYX	Class I	0.91%
LMPMX	Class 1	0.93%
SASMX	Class A	1.20%

Top 10 Holdings

21.42% of assets

Name	Symbol	Weight
Lattice Semiconductor Corporation	LSCC	2.77%
RBC Bearings Incorporated	RBC	2.32%
PJT Partners Inc.	PJT	2.28%
Allegro MicroSystems, Inc.	ALGM	2.25%
Cactus, Inc.	WHD	2.06%
Xometry, Inc.	XMTR	2.02%
Dutch Bros Inc.	BROS	1.98%
Moog Inc.	MOG.A	1.96%
HealthEquity, Inc.	HQY	1.90%
Construction Partners, Inc.	ROAD	1.89%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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