Morningstar

ClearBridge Large Cap Growth Fund Class I SBLYX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $75.42  /  −0.19 %
  • Fund Size $9.1B
  • Adjusted Expense Ratio 0.730%
  • Net Expense Ratio 0.730%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis SBLYX

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

  • People Pillar

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

Seeking nondiversified status.

Principal Jack Shannon

Jack Shannon

Principal

Summary

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.

by Jack Shannon
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Portfolio Holdings SBLYX

More SBLYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.4
Top 10 Holdings
% Portfolio Weight
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