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ClearBridge Large Cap Growth Fund (SBLGX)

55.13 -0.43 (-0.77%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 55.56
  • YTD Return 13.20%
  • Expense Ratio 0.75%
  • Category Large Growth
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 11.23B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.07
  • Inception Date Oct 15, 1997

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.

Franklin Templeton Investments

Fund Family

Large Growth

Fund Category

11.23B

Net Assets

1997-10-15

Inception Date

Performance Overview: SBLGX

Trailing returns as of 4/25/2024. Category is Large Growth.

YTD Return

SBLGX
13.20%
Category
12.38%
 

1-Year Return

SBLGX
40.70%
Category
41.70%
 

3-Year Return

SBLGX
10.03%
Category
22.56%
 

5-Year Return

SBLGX
14.72%
Category
21.98%
 

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Holdings: SBLGX

Top 10 Holdings (51.61% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 9.16%
MSFT
Microsoft Corporation 8.31%
AMZN
Amazon.com, Inc. 8.01%
META
Meta Platforms, Inc. 6.01%
V
Visa Inc. 4.54%
NFLX
Netflix, Inc. 3.80%
AAPL
Apple Inc. 3.69%
UNH
UnitedHealth Group Incorporated 2.91%
GWW
W.W. Grainger, Inc. 2.61%
TMO
Thermo Fisher Scientific Inc. 2.56%

Sector Weightings

SectorSBLGX
Technology   37.36%
Healthcare   14.31%
Industrials   8.85%
Real Estate   1.51%
Utilities   0.99%
Energy   0.00%

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