Morningstar

ClearBridge Growth Fund Class C SAGCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 131.69  /  −0.86 %
  • Total Assets 4.2B
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 26%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis SAGCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SAGCX

More SAGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.20 260M
Technology

Vertiv Holdings Co Class A

5.74 241M
Industrials

Vertex Pharmaceuticals Inc

4.50 189M
Healthcare

TE Connectivity PLC Registered Shares

4.14 174M
Technology

CrowdStrike Holdings Inc Class A

4.07 171M
Technology

TJX Companies Inc

3.85 162M
Consumer Cyclical

Madison Square Garden Sports Corp Class A

3.66 153M
Communication Services

Johnson Controls International PLC Registered Shares

3.43 144M
Industrials

Hilton Worldwide Holdings Inc

3.37 141M
Consumer Cyclical

L3Harris Technologies Inc

3.27 137M
Industrials

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