ClearBridge Large Cap Growth O (LCMMX)
54.36
+1.13 (+2.12%)
USD |
May 17 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.66% | 12.57B | 0.00% | 16.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -3.635B | -14.67% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital growth. 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | SBLGX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Franklin Templeton Investments |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Peter Bourbeau | 12.80 yrs |
| Margaret Vitrano | 9.56 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
97
-3.635B
-16.70B
Category Low
22.74B
Category High
3 Months
% Rank:
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Category Low
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Category High
3 Years
% Rank:
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Category High
6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
--
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Category Low
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Category High
10 Years
% Rank:
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Category Low
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Category High
As of April 30, 2022
Performance Versus Category
As of May 17, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 17, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Amazon.com Inc | 9.61% | 2214.06 | -4.04% |
| Microsoft Corp | 6.08% | 261.34 | -2.05% |
| NVIDIA Corp | 4.58% | 179.55 | -1.22% |
| Apple Inc | 4.56% | 145.98 | -2.18% |
| Visa Inc Class A | 4.53% | 204.53 | 0.26% |
| Meta Platforms Inc Class A | 4.34% | 199.22 | -1.68% |
| UnitedHealth Group Inc | 4.08% | 478.98 | -2.75% |
| Palo Alto Networks Inc | 3.72% | 463.75 | -2.01% |
| Salesforce Inc | 3.42% | 162.42 | -0.80% |
| Thermo Fisher Scientific Inc | 3.13% | 541.86 | -2.30% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | Upgrade |
| Administration Fee | -- |
| Performance Fee | -- |
| Switching Fee | -- |
| Transaction Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital growth. 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | SBLGX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Franklin Templeton Investments |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Peter Bourbeau | 12.80 yrs |
| Margaret Vitrano | 9.56 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-17-22) | 0.00% |
| 30-Day SEC Yield (2-28-18) | Upgrade |
| 7-Day SEC Yield (5-13-22) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 33.03 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of March 31, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 12/19/2014 |
| Last Annual Report Date | 11/30/2021 |
| Last Prospectus Date | 3/31/2021 |
| Share Classes | |
| LMPLX | Retirement |
| LSITX | Inst |
| SBLGX | A |
| SBLYX | Inst |
| SLCCX | C |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |