LMBAX : QS U.S. Small Capitalization Equity Fund Class A

LMBAX is a US Stocks Market Small Blend with MODERATE fees.

LMBAX

QS U.S. Small Capitalization Equity Fund Class A

FI Score

33 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

33% FI Score
  • lmbax
  • Mutual Fund
  • US Stocks
  • Small Blend

QS U.S. Small Capitalization Equity Fund Class A

Expenses: 1.12% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts ("ADRs").

Largest Holdings

Amount Holding
1.32% Cogent Communications Holdings Inc
1.03% Cirrus Logic Inc
0.91% Werner Enterprises Inc
0.90% Haemonetics Corp
0.81% Amedisys Inc
0.81% Masimo Corp
0.80% Deckers Outdoor Corp
0.79% Avista Corp
0.77% Sanderson Farms Inc
0.76% Nordic American Tankers Ltd
0.70% Essent Group Ltd
0.70% Lattice Semiconductor Corp
0.69% NIC Inc
0.68% FTI Consulting Inc
0.67% Portland General Electric Co
0.66% Box Inc A
0.64% Ciena Corp
0.63% SPS Commerce Inc
0.61% Sanmina Corp
0.61% Benchmark Electronics Inc
0.60% World Fuel Services Corp
0.59% Sunstone Hotel Investors Inc
0.58% Otter Tail Corp
0.58% NovoCure Ltd
0.58% Radian Group Inc

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