A capable pair of managers steers ClearBridge Large Cap Growth, but in the highly competitive large-growth Morningstar Category, it struggles to stand out. As of January 2026, the fund is seeking shareholder approval to become nondiversified, which should give it a bit more flexibility to manage the unique concentration risks in large growth.
ClearBridge Large Cap Growth Fund Class A SBLGX
- NAV / 1-Day Return 60.97 / −3.11 %
- Total Assets 10.8B
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.010%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 22%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:03 AM GMT+0
Morningstar’s Analysis SBLGX
Will SBLGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SBLGX 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 SBLGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.84 | 2B | Technology |
Amazon.com Inc | 7.15 | 750M | Consumer Cyclical |
Meta Platforms Inc Class A | 5.79 | 608M | Communication Services |
Apple Inc | 5.77 | 605M | Technology |
Microsoft Corp | 5.01 | 526M | Technology |
Alphabet Inc Class A | 4.08 | 428M | Communication Services |
Netflix Inc | 3.97 | 417M | Communication Services |
Visa Inc Class A | 3.90 | 409M | Financial Services |
Eaton Corp PLC | 2.76 | 290M | Industrials |
Broadcom Inc | 2.71 | 284M | Technology |
United States