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Morningstar

ClearBridge Large Cap Growth IS LSITX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 52.92  /  1.60 %
  • Total Assets 9.4 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LSITX

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

People Pillar

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

Diminished conviction, but still a good option.

Senior Analyst

Summary

| by Jack Shannon

ClearBridge Large Cap Growth benefits from a capable management team, but decreased confidence in the differentiation of its approach drops its Process Rating to Average. Its Morningstar Analyst Rating falls to Bronze and Neutral, depending on share class fees.

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