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ClearBridge Large Cap Growth A (SBLGX)

59.52
+0.39
+(0.66%)
At close: 6:49:26 PM EDT

Fund Summary

Under normal circumstances, the fund 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 U.S. companies with large market capitalizations.

ClearBridge Large Cap Growth A

New York, NY 10041
620 EIGHTH AVENUE, 49TH FLOOR
1-877-721-1926

Fund Overview

Category Large Growth
Fund Family Franklin Templeton Investments
Net Assets 10.74B
YTD Return -7.28%
Yield 0.00%
Morningstar Rating
Inception Date Oct 15, 1997

Fund Operations

Last Dividend 0.07
Last Cap Gain 65.00
Holdings Turnover 16.00%
Average for Category --

Fees & Expenses

Expense SBLGX Category Average
Annual Report Expense Ratio (net) 1.01% 0.99%
Prospectus Net Expense Ratio 1.01% --
Prospectus Gross Expense Ratio 1.01% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Erica is a Portfolio Manager on the All Cap Growth and Large Cap Growth strategies at ClearBridge Investments. She joined ClearBridge in 2019 and has 19 Years of investment industry experience. Erica joined ClearBridge as a Sector Analyst covering internet/media, was named a Portfolio Analyst supporting the All Cap Growth and Large Cap Growth strategies in 2021, and became a Portfolio Manager in 2024. Prior to joining ClearBridge, she worked as an Analyst/Sector Head at Millennium Partners and an Analyst at York Capital Management, covering technology, media and telecommunications in both roles; Analyst for private equity at the Carlyle Group; and an Investment Banking Analyst at Merrill Lynch. Erica received an M.B.A. from the Stanford Graduate School of Business and a B.A. in economics and government from Cornell University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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