ClearBridge Small Cap Growth Fund
Legg Mason Partners Investment Trust · 7 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
ClearBridge Small Cap Growth Fund is an actively managed U.S. equity fund. 48% of SASMX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 86% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2026 Q1
The fund seeks long-term growth of capital.
The fund invests at least 80% of its assets in equity securities of small-capitalization U.S. companies, defined as those with market capitalizations not exceeding $3 billion or the highest month-end market capitalization of any Russell 2000 constituent over the prior 12 months, whichever is greater. The portfolio managers apply a growth-oriented stock-selection approach focused on small U.S. companies. Because securities that grow beyond the size threshold remain in the fund's portfolio, the fund's holdings may diverge from the small-cap universe over time.
| Share class | Expense ratio |
|---|---|
| SASMX | 1.20% |
| SCSMX | 2.00% |
| LMPSX | 1.24% |
| LMPOX | 1.48% |
| SBPYX | 0.91% |
| LMPMX | 0.93% |
| LMOIX | 0.79% |
Portfolio turnover 20.00% · as of 2026 Q1
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 99.88% |
| Cash & short-term | 1.03% |
| Derivatives | 0.00% |
Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified. The blend is as of 2026Q1, one or more quarters before the direct holdings (2026Q2).
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Industrials | 27.6% |
| Health Care | 18.5% |
| Information Technology | 17.6% |
| Financials | 8.1% |
| 7 smaller | 28.2% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +31.88% | +31.69% | -1.62% | 17.10% | -19.69% | |
| +30.88% | +28.61% | -5.39% | 17.15% | -19.82% | |
| +31.85% | +31.58% | -1.86% | 17.12% | -19.69% | |
| +31.53% | +30.47% | -3.15% | 17.11% | -19.77% | |
| +32.31% | +32.80% | -0.29% | 17.13% | -19.60% | |
| +32.25% | +32.73% | -0.33% | 17.15% | -19.64% | |
| +32.42% | +33.28% | +0.34% | 17.12% | -19.62% |
These classes hold the same portfolio, so the 5.73pp spread over 5 years is the cost difference between them — roughly 1.15pp a year — not a difference in what they own.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORPBE | 5.48% | $283.36 | $109.66M | 387.0K |
| LSCC | LATTICE SEMICONDUCTOR CORPLSCC | 3.94% | $122.28 | $78.82M | 644.6K |
| RBC | RBC BEARINGS INCRBC | 3.17% | $599.09 | $63.50M | 106.0K |
| — | FABRINET | 3.03% | $683.47 | $60.61M | 88.7K |
| XPO | XPO LOGISTICS INCXPO | 2.57% | $220.13 | $51.52M | 234.0K |
| ALGM | ALLEGRO MICROSYSTEMS INCALGM | 2.50% | $48.50 | $50.14M | 1.0M |
| ESI | ELEMENT SOLUTIONS INCESI | 2.45% | $42.59 | $49.04M | 1.2M |
| BWXT | BWX TECHNOLOGIES INCBWXT | 2.29% | $216.39 | $45.85M | 211.9K |
| CASY | CASEY'S GENERAL STORES INCCASY | 2.27% | $822.15 | $45.45M | 55.3K |
| ROAD | CONSTRUCTION PARTNERS INCROAD | 2.15% | $123.66 | $43.07M | 348.3K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
Top 10 positions are 29.85% of net assets, top 25 54.32%, across 89 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
Sign in free