ClearBridge Small Cap Growth Fund Class IS is a mutual fund with a core focus on long-term capital growth by investing predominantly in equity securities of companies classified as small-cap. The fund typically allocates at least 80% of its portfolio to firms whose market capitalizations are comparable to those found in the Russell 2000 Index, emphasizing the lower end of the equity market capitalization spectrum. This investment approach targets young, innovative firms or businesses in emerging industries that exhibit above-average earnings and revenue growth rates. The fund demonstrates broad sector exposure, with notable allocations to consumer discretionary, technology, industrials, and healthcare through holdings such as Wingstop Inc, Varonis Systems Inc, and Penumbra Inc. Managed with an institutional share class structure, it is characterized by a relatively low expense ratio and a portfolio concentrated in its top holdings, reflecting a conviction-driven, high-growth strategy. ClearBridge Small Cap Growth Fund Class IS plays a significant role in providing investors with access to the potential upside of small, dynamic companies within the broader U.S. equity market, while also being subject to the higher volatility typical of the small-cap growth segment.
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