Morningstar

ClearBridge Large Cap Growth Fund Class O LCMMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 78.58  /  −0.49 %
  • Total Assets 9.8B
  • 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 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 22%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:54 AM GMT+0

Morningstar’s Analysis LCMMX

Will LCMMX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCMMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCMMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LCMMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Seeking nondiversified status.

Principal Jack Shannon

Jack Shannon

Principal

Summary

A capable pair of managers steers ClearBridge Large Cap Growth, but in the highly competitive large-growth Morningstar Category, it struggles to stand out. As of January 2026, the fund is seeking shareholder approval to become nondiversified, which should give it a bit more flexibility to manage the unique concentration risks in large growth.

by Jack Shannon
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Portfolio Holdings LCMMX

More LCMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
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