Clearbridge Small Cap Fund Quote
| LGASX Fund | USD 63.91 0.33 0.51% |
PerformanceSolid
| Odds Of DistressLow
|
Clearbridge Small is trading at 63.91 as of the 19th of July 2025; that is 0.51 percent decrease since the beginning of the trading day. The fund's open price was 64.24. Clearbridge Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. More on Clearbridge Small Cap
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Funds, Small Blend Funds, Small Blend, Legg Mason, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
Clearbridge Small Cap [LGASX] is traded in USA and was established 19th of July 2025. Clearbridge Small is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Legg Mason family. This fund now has accumulated 1.18 B in assets with no minimum investment requirementsClearbridge Small Cap is currently producing year-to-date (YTD) return of 4.32% with the current yeild of 0.01%, while the total return for the last 3 years was 7.11%.
Check Clearbridge Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Small Cap Mutual Fund Constituents
| SKYW | SkyWest | Stock | Industrials | |
| MEI | Methode Electronics | Stock | Information Technology | |
| SLGN | Silgan Holdings | Stock | Materials | |
| GATX | GATX Corporation | Stock | Industrials | |
| ITRI | Itron Inc | Stock | Information Technology | |
| OMF | OneMain Holdings | Stock | Financials | |
| CCS | Century Communities | Stock | Consumer Discretionary | |
| AEIS | Advanced Energy Industries | Stock | Information Technology |
Clearbridge Small Cap Risk Profiles
| Mean Deviation | 0.9008 | |||
| Semi Deviation | 0.8904 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.39 |
Clearbridge Small Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Small financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Small security.
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