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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $3.4B | 22 | 12 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 9.88 | 13.42 | 15.65 | 8.01 | 10.52 | 12.95 |
| Net of Fees | 9.19 | 12.47 | 14.68 | 7.11 | 9.60 | 12.00 |
| Russell 2500 Growth Index | 9.95 | 12.62 | 15.97 | 7.76 | 8.05 | 10.93 |
The SMID Cap Growth Strategy targets attractively priced small and mid cap growth companies with large exploitable opportunities.
Portfolio reflects the combined expertise of ClearBridge’s Small Cap Growth and Mid Cap Growth teams.
Invests in a mix of early-stage, established, and industry-leading growth companies with a multi-year time horizon.
Targets quality stocks with strong balance sheets, high returns on capital and high free cash flow.
This Strategy is available in other investment vehicles including the following:
A mix of small and mid cap growth stocks has led to competitive results over multiple time periods.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 9.88 | 13.42 | 15.65 | 8.01 | 10.52 | 12.95 |
| Net of Fees | 9.19 | 12.47 | 14.68 | 7.11 | 9.60 | 12.00 |
| Russell 2500 Growth Index | 9.95 | 12.62 | 15.97 | 7.76 | 8.05 | 10.93 |
The Strategy targets higher multiple companies with above-average earnings growth.
| Representative Portfolio | Russell 2500 Growth Index | |
|---|---|---|
| Consumer Discretionary | 10.92 | 13.06 |
| Consumer Staples | 7.30 | 2.78 |
| Energy | 1.95 | 1.98 |
| Financials | 8.41 | 10.70 |
| Health Care | 22.13 | 20.57 |
| Industrials | 22.95 | 20.68 |
| Information Technology | 21.24 | 23.14 |
| Materials | 0.92 | 2.41 |
| Communication Services | 1.19 | 2.33 |
| Utilities | 0.00 | 0.40 |
| Cash | 2.32 | 0.00 |
| Real Estate | 0.67 | 1.95 |
| Characteristics | Representative Portfolio | Russell 2500 Growth Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 39.1 | 29.7 |
| P/E Ratio (forward 12 mos.) | 29.8 | 23.7 |
| Price/Book | 7.9 | 7.4 |
| EPS Growth Next 3-5 Years (%) | 13.0 | 13.4 |
| Weighted Median Market Cap ($ bn) | 12.3 | 5.9 |
| Weighted Average Market Cap ($ bn) | 13.7 | 8.5 |
| ROE | 14.3 | 7.1 |
| Dividend Yield | 0.2 | 0.5 |
| Turnover (trailing 12 mos.) | 28.7 | - |
| 10 Year Risk Statistics | Composite | Russell 2500 Growth Index |
|---|---|---|
| Standard Deviation (%) | 20.17 | 20.17 |
| Sharpe Ratio | 0.56 | 0.51 |
| Tracking Error (%) | 4.84 | -- |
| R2 | 0.94 | -- |
| Alpha (%) | 1.26 | -- |
| Beta | 0.97 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Casey's General Stores Inc | 2.67 |
| Comfort Systems USA Inc | 2.65 |
| Doximity Inc | 2.60 |
| Insmed Inc | 2.53 |
| BWX Technologies Inc | 2.53 |
| Bloom Energy Corp | 2.52 |
| API Group Corp | 2.52 |
| Houlihan Lokey Inc | 2.46 |
| Teledyne Technologies Inc | 2.39 |
| Burlington Stores Inc | 2.35 |
| Total | 25.22 |
| Total Number of Holdings | 79 |
1 Source: FactSet. Representative portfolio characteristics, holdings, sector weightings and market cap are based on a representative portfolio and are subject to change at any time. Holdings, sector weightings, market cap and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed. Statistics shown are net of fees.
2 Past performance is no guarantee of future results. See GIPS endnotes. Performance is preliminary and subject to change.
3 There is no guarantee that the Strategy's objective will be met.
P/E ratios are weighted harmonic average. Price/Book is weighted average.
Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2025. FTSE Russell is a trading name of certain of the LSE Group companies. “Russell®” is a trade mark of the relevant LSE Group companies and is/are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.
ClearBridge Investments, LLC claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. ClearBridge Investments, LLC ("ClearBridge") is a wholly owned indirect subsidiary of Franklin Resources, Inc. (“Franklin”). In July 2020 Legg Mason, Inc., its parent company, was purchased by Franklin. The investment advisory business now known as ClearBridge was registered in September 2005 to facilitate Legg Mason's acquisition of substantially all the equity asset management businesses known as Citigroup Asset Management. These former businesses serve as the foundation of ClearBridge and its claim of GIPS compliance for institutional accounts through predecessor firms, effective as of January 1997. In June 2008, ClearBridge combined this business with its retail business to form a single GIPS firm. As of April 1, 2013, January 1, 2016, May 1, 2020, and January 1, 2024 ClearBridge affiliates, Global Currents Investment Management, LLC, ClearBridge, LLC, ClearBridge Investments Limited (f/k/a RARE Infrastructure Limited), and Franklin Bissett Asset Management have become part of the ClearBridge GIPS firm.
The ClearBridge SMID Cap Growth composite invests in a diverse portfolio of small and mid cap securities whose market caps are generally within the range of the benchmark. Results are calculated in U.S. dollars. The Russell 2500 Growth Index measures the performance of the small to mid-cap growth segment of the U.S. equity universe. To receive a complete list and description of ClearBridge composites and/or a presentation that adheres to the GIPS standards, please contact ClearBridge Institutional Marketing.
