Nasdaq - Delayed Quote USD

ClearBridge Large Cap Value R (LCBVX)

39.84
+0.17
+(0.43%)
As of 8:06:26 AM EDT. Market Open.
Loading Chart for LCBVX
  • Previous Close 39.67
  • YTD Return -0.73%
  • Expense Ratio 1.23%
  • Category Large Value
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.27B
  • Beta (5Y Monthly) 0.88
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.07
  • Inception Date May 29, 1958

The fund normally 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 companies with large market capitalizations.

Franklin Templeton Investments

Fund Family

Large Value

Fund Category

2.27B

Net Assets

1958-05-29

Inception Date

Performance Overview: LCBVX

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Trailing returns as of 6/6/2025. Category is Large Value.

YTD Return

LCBVX
0.73%
Category
4.44%
 

1-Year Return

LCBVX
2.65%
Category
14.37%
 

3-Year Return

LCBVX
6.53%
Category
6.04%
 

5-Year Return

LCBVX
11.38%
Category
9.20%
 

Holdings: LCBVX

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Sector Weightings

SectorLCBVX
Healthcare   17.46%
Industrials   12.89%
Technology   9.10%
Utilities   7.74%
Energy   6.88%
Real Estate   1.55%

Recent News: LCBVX

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Research Reports: LCBVX

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