ClearBridge Small Cap Growth Fund Class IS (LMOIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -2.64% | 0.28% | -2.92% |
Year-to-Date | -4.66% | -1.05% | -3.61% |
1 Year | -0.77% | 0.00% | -0.77% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
36%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.79%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,004
Real cost (fees + lost compounding)
$1,242
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
4.50%