LMPSX — ClearBridge Small Cap Growth Fund
Data updated: 2026-06-22
LMPSX — ClearBridge Small Cap Growth Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Growth Equity · $2.00B AUM · 1.24% expense ratio · 31.9% 1-yr return. From SEC regulatory filings.
LMPSX Fund Overview
LMPSX — ClearBridge Small Cap Growth Fund is a US mutual fund managed by Legg Mason Partners Investment Trust, categorised as United States Multi-Cap / All-Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Legg Mason Partners Investment Trust
- Category: United States Multi-Cap / All-Cap Growth Equity
- Assets under management: $2.00B
- 1-year return: 31.9%
- Ticker: LMPSX
- SEC CIK: 0000880366
- SEC series ID: S000016663
- Share class ID: C000046569
LMPSX Holdings
Top 10 holdings of ClearBridge Small Cap Growth Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Bloom Energy Corp. | 5.48% |
| Lattice Semiconductor Corp. | 3.94% |
| Rbc Bearings, Inc. | 3.17% |
| Fabrinet | 3.03% |
| Xpo Logistics, Inc. | 2.57% |
| Allegro Microsystems, Inc. | 2.50% |
| Element Solutions, Inc. | 2.45% |
| Bwx Technologies, Inc. | 2.29% |
| Casey's General Stores, Inc. | 2.27% |
| Construction Partners, Inc. | 2.15% |
LMPSX Portfolio Allocation
Asset-class allocation of ClearBridge Small Cap Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.5% |
| Cash & Equivalents | 0.7% |
LMPSX Performance
Total returns for LMPSX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 10.5% |
| 1 year | 31.9% |
| 3 years (annualised) | 9.6% |
| 5 years (annualised) | -0.4% |
LMPSX Risk Information
Risk metrics for LMPSX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 17.1%
LMPSX Costs and Fees
LMPSX costs about $124 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.24%
- Gross expense ratio: 1.24%
- Portfolio turnover: 20%
- Brokerage commissions: 4.10 bps of average net assets (SEC N-CEN)
LMPSX Cashflows
Over the 12 months to 2026-04, ClearBridge Small Cap Growth Fund had net outflows of $440.40M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$36.32M |
| 2026-03 | −$44.72M |
| 2026-02 | −$66.38M |
| 2026-01 | −$99.13M |
| 2025-12 | $230.83M |
| 2025-11 | −$52.35M |
LMPSX Debt Constituents
No individual debt constituents are reported in ClearBridge Small Cap Growth Fund's latest SEC N-PORT filing.
LMPSX Prospectus and SEC Filings
Official ClearBridge Small Cap Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Multi-Cap / All-Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.