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ClearBridge Large Cap Growth O LCMMX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 66.55  /  0.89 %
  • Total Assets 10.9 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 12%

Morningstar’s Analysis LCMMX

Will LCMMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A disappointing 2022.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

We have qualitatively reviewed ClearBridge Large Cap Growth and reaffirmed its Process and People ratings. A strong 2023 was aided by an overweight in Nvidia NVDA, and this team remains advantaged over most peers. The following text is from Feb. 27, 2023.

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Portfolio Holdings LCMMX

  • Current Portfolio Date
  • Equity Holdings 41
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.48
852,957,242
Technology
7.70
774,814,991
Consumer Cyclical
5.96
599,749,057
Technology
5.00
503,047,244
Communication Services
4.83
485,819,348
Financial Services
4.73
475,525,419
Technology
3.48
350,066,720
Communication Services
3.26
327,974,489
Healthcare
2.67
268,911,098
Technology
2.67
268,358,401
Healthcare