Singapore markets closed

ClearBridge Large Cap Growth I (SBLYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
69.19-0.01 (-0.01%)
At close: 08:01PM EDT

ClearBridge Large Cap Growth I

New York, NY 10041

620 EIGHTH AVENUE, 49TH FLOOR

LEGG MASON & CO., LLC

1-877-721-1926
Management information
Margaret B. Vitrano,Lead manager since 10 October 2012
Margaret co-manages the Large Cap Growth and All Cap Growth strategies. Margaret has 24 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. Margaret is a member of the ClearBridge Management Committee. From 2006-2009, Margaret served on the firm's 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm's employee retirement plan. Prior to her role at ClearBridge, Margaret was a Research Analyst for the Consumer Discretionary sector at Citigroup. Margaret earned her MBA from the Wharton School of the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke 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.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyFranklin Templeton Investments
Net assets11.13B
YTD return11.97%
Yield0.00%
Morningstar rating★★★★
Inception date28 Aug 1997

Fund operations

Last dividend0.05
Last cap gain49.00
Holdings turnover12.00%
Average for categoryN/A

Fees and expenses

ExpenseSBLYXCategory average
Annual report expense ratio (net)1.03%0.99%
Prospectus net expense ratio1.03%N/A
Prospectus gross expense ratio1.03%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A