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Clearbridge Large Cap Growth Fd R: (MF: LMPLX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$58.97 USD
+0.86 (1.48%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.66 | 53 |
| 3 months | 15.16 | 36 |
| 6 months | 3.36 | 50 |
| 1 Year | 15.72 | 36 |
| 3 Year | 20.12 | 16 |
| 5 Year | 12.65 | 56 |
| 10 Year | 13.67 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.13 |
| Bull Market (2/09 - 3/21) | 1,081.41 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 14.25 |
| 5 Year | 13.90 |
| 10 Year | 13.92 |
| Since Inception | 11.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.64 | 14.27 | NA | NA |
| 2024 | 13.10 | 3.92 | 4.95 | 3.14 |
| 2023 | 16.37 | 13.69 | -5.41 | 15.32 |
| 2022 | -11.79 | -23.09 | -5.66 | 4.36 |
| 2021 | 0.10 | 11.04 | 0.14 | 8.85 |
| 2020 | -15.14 | 25.71 | 12.44 | 8.71 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.66 | 27.24 | 44.32 | -33.22 | 21.17 | 30.40 | 31.32 | -0.66 | 24.66 | 6.60 | 8.81 |
| % Total Return Rel to Index | -1.92 | 2.22 | 18.07 | -15.02 | -7.50 | 12.00 | -0.16 | 3.72 | 2.87 | -5.33 | 7.42 |
| % Total Return Rel to Peer | -0.27 | 7.85 | 21.32 | -13.52 | -0.88 | 10.48 | 2.89 | 6.19 | 3.98 | -1.21 | 10.41 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 |
| Capital Gains ($) | 1.42 | 3.36 | 6.36 | 3.73 | 8.10 | 3.71 | 2.43 | 1.55 | 1.79 | 0.68 | 0.95 |
| Expense Ratio | 0.00 | 1.33 | 1.35 | 1.34 | 1.31 | 1.31 | 1.33 | 1.35 | 1.38 | 1.37 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%