Mutual Funds - Profile

ClearBridge Large Cap Growth Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The sub advisor’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The research team employs bottom-up analysis to identify companies that have the potential to grow market share and earnings in the U.S. and overseas.

The team focuses on companies that are dominant in their industries due to product, distribution or service strength.

Next, the team ranks the More

Price

  • Last Close
  • $83.52
    +0.42
  • 52 Week HL
  • $84.68 - $64.48
  • Net Assets
  • $19400 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jan 31, 2020

Top 10 Holdings
Feb 22, 2021

Company Holding
Amazon Com 9.13
Facebook Inc 5.64
Apple Inc 5.23
Microsoft Corporation 4.82
Visa Inc 4.72
Company Holding
UnitedHealth Group 3.35
Adobe Inc 3.25
QUALCOMM Incorporated 2.85
Thermo Fisher 2.73
Salesforce Com 2.60
Total 44.32%

Manager

  • Name
  • Peter Bourbeau
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
22.5 % YTD

  • 3 Year
  • 85.31%
  • 5 Year
  • 140.4%
  • Best
  • 55.32%
    1998
  • Worst
  • -36.98%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
SBLYX 26%37%35%-3%28%5%4%11%31%13%1%
S&P 500 25%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.2% -15% 15.7% 1.7% 6.4% -1.1% 3.2% 0.9% 11.5% 15% -
Q2 11.2% 23.5% 4% 7.8% 4.6% 1.7% 1.9% 4.3% 3.9% -4.4% -
Q3 0.3% 11.2% -1.2% 7.1% 5.3% 5.7% -4.1% 2.7% 7.1% 8.3% -
Q4 9.2% 3.1% 4% -13.6% 6.9% 0.9% 8.5% 5.1% 11% 0.9% -

Returns +
M

J F M A M J J A S O N D
2021 -2.3% -0.2% 2.8% 7% -0.5% 4.4% 1.7% 3.6% -4.8% 5.7% 3.7% -
2020 0.7% -6.8% -9.5% 13.9% 5.9% 2.5% 8.9% 9.7% -4% -4% 10.5% -2.8%

Annual Return

Index Comparison

Alpha

NAV