Morningstar

ClearBridge Growth Fund Class IS LSIFX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $143.92  /  +1.67 %
  • Fund Size $4.1B
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis LSIFX

Will LSIFX 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 LSIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSIFX 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 LSIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Growth IS holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings LSIFX

More LSIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertex Pharmaceuticals Inc

4.54 187M
Healthcare

CrowdStrike Holdings Inc Class A

4.51 185M
Technology

Snowflake Inc Ordinary Shares

3.89 160M
Technology

Broadcom Inc

3.71 153M
Technology

Vertiv Holdings Co Class A

3.51 144M
Industrials

Cloudflare Inc

3.35 138M
Technology

Freeport-McMoRan Inc

3.13 129M
Basic Materials

Johnson Controls International PLC Registered Shares

3.10 127M
Industrials

Madison Square Garden Sports Corp Class A

3.10 127M
Communication Services

Autodesk Inc

2.92 120M
Technology

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