Legg Mason Partners Investment Trust - ClearBridge International Small Cap Fund (LCRNX)
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Legg Mason Partners Investment Trust - ClearBridge International Small Cap Fund
Legg Mason Partners Equity Trust
55 Water Street, 32nd Floor
New York, NY 10041
877-721-1926
Management information
Paul D. Ehrlichman,Lead manager since 30 September 2010
33 years of investment industry experience; Joined a predecessor firm in 2008; Brandywine Global - Global Equity Chief Investment Officer, Managing Director; Provident Capital Management - Portfolio Manager; First Pennsylvania Bank - Securities Analyst; BS in Finance and Quantitative Analysis from La Salle University
- See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/ehrlichman-paul.html#sthash.3leLDeLg.dpuf
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Small/Mid Value
Fund familyFranklin Templeton Investments
Net assets51.98M
YTD return15.62%
Yield1.84%
Morningstar rating★★
Inception date31 July 2014
Fund operations
Last dividend0.29
Last cap gain0.00
Holdings turnover36.00%
Average for categoryN/A
Fees and expenses
ExpenseLCRNXCategory average
Annual report expense ratio (net)1.64%0.97%
Prospectus net expense ratio1.64%N/A
Prospectus gross expense ratio2.07%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.75%5.75%
Max deferred sales loadN/A1.00%
3-yr expense projection1,148N/A
5-yr expense projection1,588N/A
10-yr expense projection2,805N/A
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