LMARX Mutual Fund

LMARX Mutual Fund (ClearBridge Small Cap Fund Class R) is managed by Franklin Templeton Investments (US) with $3.6M in net assets. LMARX expense ratio is 1.45%, holding 88 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2006-12-28.

LMARX performance shows a YTD return of 5.11%. The 1-year return is 6.94% and the 5-year return is 3.82%.

LMARX top holdings include Matador Resources Co (2.3%), Murphy Usa Inc (1.9%), Zeta Global Holdings Corp-A (1.8%), International Seaways, Inc. (1.8%), Rush Enterprises Inc (1.6%). Go to all LMARX holdings, LMARX sectors, or LMARX dividends.

LMARX can be compared against other funds. Use LMARX overlap to find shared positions, or LMARX vs another fund for a side-by-side view. LMARX alternatives are available via the screener, along with tax-loss harvesting opportunities.