Clearbridge Small is trading at 33.11 as of the 20th of July 2025; that is 0.6% down since the beginning of the trading day. The fund's open price was 33.31. Clearbridge Small has less than a 15 % 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 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities of companies with small market capitalizations and related investments. The portfolio managers use a growth-oriented investment style that emphasizes small U.S. companies. More on Clearbridge Small Cap
Clearbridge Small Cap [LMPOX] is traded in USA and was established 20th of July 2025. Clearbridge Small is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Legg Mason family. This fund now has accumulated 3.8 B in assets with no minimum investment requirementsClearbridge Small Cap is currently producing year-to-date (YTD) return of 4.09%, while the total return for the last 3 years was 5.34%.
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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
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.