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ClearBridge Large Cap Growth IS LSITX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 68.37  /  +0.16 %
  • Total Assets 11.1 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 12%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:21 PM GMT+0

Morningstar’s Analysis LSITX

Will LSITX 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 LSITX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.48 853.0 Mil
Technology

Amazon.com Inc

7.70 774.8 Mil
Consumer Cyclical

NVIDIA Corp

5.96 599.7 Mil
Technology

Meta Platforms Inc Class A

5.00 503.0 Mil
Communication Services

Visa Inc Class A

4.83 485.8 Mil
Financial Services

Apple Inc

4.73 475.5 Mil
Technology

Netflix Inc

3.48 350.1 Mil
Communication Services

UnitedHealth Group Inc

3.26 328.0 Mil
Healthcare

Palo Alto Networks Inc

2.67 268.9 Mil
Technology

Thermo Fisher Scientific Inc

2.67 268.4 Mil
Healthcare