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ClearBridge Large Cap Growth C SLCCX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 37.78  /  +0.35 %
  • Total Assets 11.2 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 12%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SLCCX

Will SLCCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Manager Changes Incoming; Ratings Unchanged

null Jack Shannon

Jack Shannon

Analyst Note

Longtime comanager Peter Bourbeau is retiring from ClearBridge Large Cap Growth at the end of 2024; however, his replacement has already been tapped, and longtime comanager Margaret Vitrano remains. As such, there are no changes to the strategy’s Morningstar Medalist Rating. Effective Dec. 31, 2024, Erica Furfaro will be a comanager on this strategy and will fill Bourbeau’s soon-to-be-vacant seat. Furfaro started working at ClearBridge in 2019 and covered technology stocks as an analyst. Prior to joining the firm, she covered tech for two sizable hedge funds. Given technology’s outsize portion of the Russell 1000 Growth Index, her experience covering those companies should prove beneficial to investors here. She has supported this strategy as a portfolio analyst—effectively a portfolio-manager-in-waiting role—for the last couple of years. Furfaro is well-versed in the investment philosophy on this strategy and knows the existing portfolio well, so investors should not expect any major changes or disruptions due to this transition.

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Portfolio Holdings SLCCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.16 1.0 Bil
Technology

Microsoft Corp

8.31 934.0 Mil
Technology

Amazon.com Inc

8.01 900.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

6.01 675.4 Mil
Communication Services

Visa Inc Class A

4.54 509.7 Mil
Financial Services

Netflix Inc

3.80 427.3 Mil
Communication Services

Apple Inc

3.69 414.5 Mil
Technology

UnitedHealth Group Inc

2.91 326.6 Mil
Healthcare

W.W. Grainger Inc

2.61 293.4 Mil
Industrials

Thermo Fisher Scientific Inc

2.56 287.6 Mil
Healthcare