Nasdaq - Delayed Quote USD

ClearBridge Large Cap Value IS (LMLSX)

39.57
+0.38
+(0.97%)
At close: May 16 at 8:01:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.21%
5y Average Return 13.98%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 15, 2025) 28.70%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 28.70%
Worst 3Y Total Return 5.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMLSX
Category
YTD
-3.29%
4.44%
1-Month
-3.90%
-4.04%
3-Month
-7.13%
4.09%
1-Year
2.64%
14.37%
3-Year
7.19%
6.04%
5-Year
12.49%
9.20%
10-Year
8.31%
8.57%
Last Bull Market
14.48%
22.97%
Last Bear Market
-12.75%
-11.27%

Annual Total Return (%) History

Year
LMLSX
Category
2025
--
--
2024
8.49%
--
2023
15.09%
11.63%
2022
-6.34%
-5.90%
2021
26.01%
26.22%
2020
6.05%
2.91%
2019
28.70%
25.04%
2018
-8.69%
-8.53%

2017
14.51%
15.94%
2016
13.19%
14.81%
2015
-2.65%
-4.05%
2014
11.82%
10.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.63% -- -- --
2024 7.09% -2.98% 5.60% -1.12%
2023 0.31% 5.44% -1.54% 10.51%
2022 -1.53% -12.75% -4.63% 14.31%
2021 9.37% 7.58% -0.60% 7.74%
2020 -23.92% 15.11% 6.66% 13.54%
2019 12.42% 5.37% 1.04% 7.52%
2018 -3.04% 1.40% 5.01% -11.56%
2017 4.08% 2.69% 2.29% 4.74%
2016 1.48% 1.70% 2.25% 7.26%

2015 -0.39% 0.91% -7.58% 4.80%
2014 1.92% 4.95% -0.04% 4.57%

Rank in Category (By Total Return)

YTD 76
1-Month 76
3-Month 77
1-Year 93
3-Year 63
5-Year 68

Load Adjusted Returns

1-Year 2.64%
3-Year 7.19%
5-Year 12.49%
10-Year 8.31%

Performance & Risk

YTD Return -0.21%
5y Average Return 13.98%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Franklin Templeton Investments
Net Assets 2.23B
YTD Return -3.29%
Yield 1.47%
Morningstar Rating
Inception Date May 29, 1958

Fund Summary

The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.

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