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ClearBridge Large Cap Growth Fund (SBLYX)

68.26 +0.07 (+0.10%)
At close: May 10 at 8:01 PM EDT
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DELL
  • Previous Close 68.19
  • YTD Return 6.83%
  • Expense Ratio 0.75%
  • Category Large Growth
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.53B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.05
  • Inception Date Aug 29, 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

10.53B

Net Assets

1997-08-29

Inception Date

Performance Overview: SBLYX

Trailing returns as of 5/10/2024. Category is Large Growth.

YTD Return

SBLYX
6.83%
Category
12.38%
 

1-Year Return

SBLYX
31.68%
Category
41.70%
 

3-Year Return

SBLYX
5.79%
Category
22.56%
 

5-Year Return

SBLYX
12.42%
Category
21.98%
 

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Holdings: SBLYX

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

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

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Research Reports: SBLYX

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