Morningstar

ClearBridge Large Cap Value Fund Class IS LMLSX

Medalist Rating as of Apr 25, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks long-term growth of capital as its primary investment objective; current income is a secondary objective. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LCLIX	ClearBridge Large Cap Value Fund Class 1	No Load	Open			Aug 16, 2013	$196.17M	0.520%	Below Average	$0	−$14.80M
SAIFX	ClearBridge Large Cap Value Fund Class I	Institutional	Open			May 29, 1958	$845.96M	0.490%	Below Average	$1M	−$163.50M
LMLSX	ClearBridge Large Cap Value Fund Class IS	Institutional	Open			Oct 16, 2013	$236.78M	0.440%	Low	$1M	−$43.84M
SINAX	ClearBridge Large Cap Value Fund Class A	Front Load	Open			Jan 3, 1995	$1.13B	0.790%	Low	$1,000	−$96.63M
SINOX	ClearBridge Large Cap Value Fund Class C	Level Load	Open			Jan 3, 1995	$10.41M	1.540%	Below Average	$1,000	−$2.30M
LCBVX	ClearBridge Large Cap Value Fund Class R	Retirement, Medium	Open			Dec 19, 2013	$3.26M	1.210%	Above Average	$0	$51,360.90

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