ClearBridge Small Cap Growth C (SCSMX)
| Fund Assets | 2.08B |
| Expense Ratio | 2.00% |
| Min. Investment | $1,000 |
| Turnover | 20.00% |
| Dividend (ttm) | 6.34 |
| Dividend Yield | 30.23% |
| Dividend Growth | 118.09% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2025 |
| Previous Close | 20.98 |
| YTD Return | 16.48% |
| 1-Year Return | 21.67% |
| 5-Year Return | 9.54% |
| 52-Week Low | 16.76 |
| 52-Week High | 25.18 |
| Beta (5Y) | 1.23 |
| Holdings | 100 |
| 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 21.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.91%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
27.05% of assets| Name | Symbol | Weight |
|---|---|---|
| Bloom Energy Corporation | BE | 4.59% |
| Lattice Semiconductor Corporation | LSCC | 3.91% |
| RBC Bearings Incorporated | RBC | 2.58% |
| Allegro MicroSystems, Inc. | ALGM | 2.47% |
| Credo Technology Group Holding Ltd | CRDO | 2.47% |
| Xometry, Inc. | XMTR | 2.33% |
| Element Solutions Inc | ESI | 2.29% |
| XPO, Inc. | XPO | 2.20% |
| Fabrinet | FN | 2.17% |
| Construction Partners, Inc. | ROAD | 2.03% |
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 |