LMOIX Mutual Fund
LMOIX Mutual Fund
ClearBridge Small Cap Growth Fund Class IS

LMOIX Mutual Fund Overview
LMOIX Mutual Fund (ClearBridge Small Cap Growth Fund Class IS) is managed by Franklin Templeton Investments (US) with $873.1M in net assets. LMOIX expense ratio is 0.79%, holding 85 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2008-08-04.
LMOIX performance shows a YTD return of 10.83%. The 1-year return is 28.40% and the 5-year return is 1.30%. LMOIX dividend yield stands at 14.11%, paid annually.
LMOIX top holdings include Bloom Energy Corporation Class A (4.3%), Rbc Bearings Inc (3.1%), Lattice Semiconductor Corp. (2.8%), Mirum Pharmaceuticals Inc (2.7%), Bwx Technologies, Inc. (2.6%). View all LMOIX holdings, sector breakdown, or dividend history.
LMOIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.