| 20.61 Net Asset Value | +1.33% 1 Day | +18.79% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 2.17% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +8.87% | 3 years | +18.02% | |
| 3 months | +8.70% | 5 years | +7.60% | |
| 1 year | +29.67% | Since inception | +9.27% |
| SCSMX | Category | |
|---|---|---|
| Performance 5-yr return | +7.60% | +8.20% |
| Expense ratio | 2.17% | 1.48% |
| Risk 5 year sharpe ratio | 0.42 | 0.39 |
| Net assets | $1.5B | $699.1M |
| Average market cap | $2.1B | $2.1B |
| Average P/E | 26.3 | 22.9 |
| Portfolio turnover | 14% | 14% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Legg Mason |
| Fund manager & tenure | Jeffrey Russell / 6 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 21.21% |
| Healthcare | 13.31% |
| Industrial materials | 12.98% |
| Hardware | 9.73% |
| Financial service | 9.62% |
| FIRE Sourcefire, Inc. | 2.47% |
| IEX Idex Corporation | 2.31% |
| LGF Lions Gate Entertainment Corporation | 2.30% |
| BYI Bally Technologies, Inc. | 2.23% |
| SWI SolarWinds, Inc. | 2.11% |
| HIBB Hibbett Sports Inc | 2.00% |
| ROC Rockwood Holdings Inc | 1.99% |
| AZPN Aspen Technology, Inc. | 1.94% |
| FEIC FEI Company | 1.93% |
| MSM MSC Industrial Direct Co., Inc. | 1.88% |
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