Morningstar

ClearBridge Large Cap Value Fund Class A SINAX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $44.76  /  +0.07 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.73%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis SINAX

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

  • People Pillar

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

Staying disciplined through headwinds.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Experienced leadership and a consistent process make ClearBridge Large Cap Value a resilient, long-term option despite recent challenges.

by Natalia Arrigoni
Rated on Published on

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Portfolio Holdings SINAX

More SINAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.52 153M
Technology

Amazon.com Inc

5.50 129M
Consumer Cyclical

JPMorgan Chase & Co

4.31 101M
Financial Services

Microsoft Corp

3.89 92M
Technology

Johnson & Johnson

3.88 91M
Healthcare

Intel Corp

2.77 65M
Technology

Thermo Fisher Scientific Inc

2.71 64M
Healthcare

Charles Schwab Corp

2.30 54M
Financial Services

ExxonMobil Holdings Corp

2.22 52M
Energy

ConocoPhillips

2.18 51M
Energy

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