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Mutual Fund Insights: Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

In-depth Analysis of Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

Mutual fund chart: Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

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See Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) performance details as of February 28, 2010

  

    Last Trade: $14.70 on 3/19/2010, Change: -0.11 (-0.74%)
Experiment our closing price forecasting tool for Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) (alpha release)

  

Fund Manager - Aram E. Green

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Green co-manages the Small Cap Growth and Small/Mid Cap Focus strategy products. Aram E. Green has 7 years of investment industry experience and began his career in asset management as an equity analyst at Hygrove Partners, LLC. Aram E. Green joined ClearBridge Advisors as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager.  Get more insights on Aram E. Green

  

What we like about Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) What we like about Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

Data for Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) as of February 28, 2010

  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) management has been with Legg Mason ClearBridge Small Cap Gr I Fund for 3.1 years
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) has good Long-term performance (5-year return 2.78% vs 0.80 % Small Growth category average)
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) ratio of up-years vs down years is greater than 2
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) has a Morningstar rating of 4 and above
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) has an annual stock turnover rate of 25.00% vs Small Growth average of 136.50%. It is good that Legg Mason ClearBridge Small Cap Gr I management does not trade extensively for its return.
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.41, lower than category average of 24.99
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) has a lower management fee than its Small Growth average: 0.85% vs 1.60%
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) What we are cautious about Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

Data for Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) as of February 28, 2010

  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) has a less-than-ideal short-term performance (1-year return 58.24% vs 60.01 % Small Growth category average)
  • Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) has a less-than-ideal mid-term performance (3-year return -3.20% vs -5.64 % Small Growth category average)
See Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) performance details as of February 28, 2010

  

  

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Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) Net Asset

Track net asset change of Legg Mason ClearBridge Small Cap Gr I fund (SBPYX)

DateNet Asset
02/2010$728.27M
01/2010$21.74M
11/2009$22.83M
More historic net asset information on Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

  

Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) Portfolio Allocation

Track portfolio allocation change of Legg Mason ClearBridge Small Cap Gr I fund (SBPYX)

DateCashStockBondOther
09/20096.07%93.93%0%0%
06/20097.77%92.23%0%0%
03/20097.26%92.73%0%0%
Click here to see more historic asset allocation information on Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

  

Most Recent Top 10 Holdings in Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

Discover what Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX) manager is buying

30-Sep-09
Citrix Systems, Inc. [2.75%]
Blackboard Inc. [2.73%]
MercadoLibre, Inc. [2.68%]
Baidu, Inc. [2.51%]
ITC HOLDINGS CORP [2.41%]
Sourcefire, Inc. [2.39%]
Alexion Pharmaceuticals, Inc. [2.2%]
IDEX CP [2.2%]
Lawson Software, Inc. [2.14%]
BURGER KING HOLDINGS [2.12%]

30-Jun-09
Baidu.com, Inc. [2.99%]
ITC HOLDINGS CORP [2.76%]
Citrix Systems, Inc. [2.57%]
Blackboard Inc. [2.4%]
BURGER KING HOLDINGS [2.39%]
Alexion Pharmaceuticals, Inc. [2.34%]
IDEX CP [2.22%]
Lawson Software, Inc. [2.2%]
MercadoLibre, Inc. [2.15%]
Taleo Corporation [2.14%]

31-Mar-09
Burger King Holdings Inc [3.89%]
ITC Holdings Corp [3.25%]
Blackboard Inc. [3.23%]
Citrix Systems, Inc. [3%]
Alexion Pharmaceuticals, Inc. [2.62%]
Digital River, Inc. [2.59%]
IDEX Corporation [2.42%]
Caseys General Stores, Inc. [2.41%]
Ross Stores, Inc. [2.37%]
MercadoLibre, Inc. [2.23%]
Click here for Stock Holding Change Map in Legg Mason ClearBridge Small Cap Gr I Fund (SBPYX)

  

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