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Managed Strategy Since 2008
Equity
ClearBridge Small Cap Growth Portfolios
Popular Documents
Year to Date Returns (Net)
-1.34%
As of 03/31/2026
Year to Date Returns (Pure Gross)
-0.60%
Overview
Product Facts
Strategy Description
The ClearBridge Small Cap Growth Portfolios (SCG) invest in U.S. companies with business models that offer the potential for long-term growth of capital. The portfolio management team seeks out quality growth companies with large and exploitable opportunities, employs a patient approach to security selection and carefully manages risk at the security and portfolio levels.
- Benchmark
- Russell 2000 Growth Index
- Inception Date
- 10/31/2008
- Asset Class
- Equity
- Number of Issuers
As of 05/31/2026 (Updated Quarterly) - 85
Average Annual Total Returns As of 04/30/2026
- 30.43%1 Year
- 7.99%3 Years
- -1.91%5 Years
- 8.58%10 Years
- 9.85%Since Inception
10/31/2008
Top Sectors
As of 03/31/2026 % of Total (Updated Quarterly)
Industrials27.31% | |
Health Care22.91% | |
Information Technology18.27% | |
Financials8.37% | |
Consumer Staples6.39% |
Manager and Commentary
About the Team
ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and income. ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world's largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.
Commentary Highlights
March 31, 2026- Markets: The first quarter of 2026 underscored the importance of narratives, with rapidly evolving technological and geopolitical dynamics drowning out company fundamentals and disproportionately driving market direction. While the Russell 2000 Growth Index declined 2.8% for the quarter, the reality is that its headline performance masks a far bumpier ride as January strength gave way to February weakness before a sharp drawdown in March. After an extended period of narrow performance dominated by a concentrated group of large-cap technology companies and their small and mid cap lookalikes, the first quarter saw returns began to broaden out. Interestingly, despite a rising rate environment to conclude the quarter, smaller cap, value-oriented and cyclical areas of the market outperformed.
- Contributors: Holdings in XPO, Bloom Energy and Lattice Semiconductor . Stock selection in industrials, consumer staples and materials.
- Detractors: Holdings in Klaviyo, Wingstop and ICON. Stock selection in financials, consumer discretionary and IT sectors.
- Outlook: In this environment, we believe it is critical to continue to emphasize our consistently rigorous, bottom-up approach to identifying companies with durable competitive advantages in large and growing markets, strong balance sheets and clear idiosyncratic paths to revenue and profitability growth that can help insulate them from broader macro volatility.
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Managed Strategy Since 2015
Latest ClearBridge Insights
June 10, 2026
June 3, 2026
May 27, 2026
Composite Performance
Portfolio
Documents
Risks
All investments involve risks, including possible loss of principal. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks.
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All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.