SCSMX Mutual Fund

SCSMX Mutual Fund

NAV$18.85
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Fund Essentials - as of Aug 31, 2026

Net Assets
$987,956.27
Expense Ratio
2.00%
Dividend Yield (Current)
-
Holdings
96
Inception Date
Jul 1, 1998
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+5.10%
1 Year+3.68%
3 Year+8.45%
5 Year-1.64%
10 Year+9.21%

Asset Allocation

Stocks: 97.53%
Cash: 0.68%
Other: 1.79%
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Top Holdings

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TickerNameWeight
LSCCLattice Semiconductor Corp.2.50%
PJTPjt Partners Inc2.46%
WHDCactus Inc.2.25%
XMTRXometry, Inc.2.20%
ZETAZeta Global Holdings Corp-A2.14%
Top 10 Concentration: 21.31%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SCSMX Mutual Fund Overview

SCSMX Mutual Fund (ClearBridge Small Cap Growth Fund Class C) is managed by Franklin Templeton Investments (US) with $987,956.27 in net assets. SCSMX expense ratio is 2.00%, holding 96 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1998-07-01.

SCSMX performance shows a YTD return of 5.10%. The 1-year return is 3.68% and the 5-year return is -1.64%.

SCSMX top holdings include Lattice Semiconductor Corp. (2.5%), Pjt Partners Inc (2.5%), Cactus Inc. (2.3%), Xometry, Inc. (2.2%), Zeta Global Holdings Corp-A (2.1%). Go to all SCSMX holdings, SCSMX sectors, or SCSMX dividends.

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