Back to top
more

Clearbridge Growth Fund Class Is: (MF: LSIFX)

(NASDAQ Mutual Funds) As of Jun 11, 2026 05:53 PM ET

$137.61 USD

+3.38 (2.52%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.92 81
3 months 2.79 81
6 months 1.70 85
1 Year 12.55 85
3 Year 15.01 77
5 Year 4.00 80
10 Year 8.47 82

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 733.98

Load Adjusted Returns as of May 31, 2026

1 Year 14.51
5 Year 2.49
10 Year 7.53
Since Inception 8.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.07 NA NA NA
2025 -7.63 18.79 5.57 -1.74
2024 4.18 1.94 2.47 3.44
2023 7.39 5.77 -5.40 15.52
2022 -8.62 -19.18 -1.99 3.36
2021 5.84 6.07 -6.11 2.71

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9213.8212.5724.13-25.198.2619.9424.65-7.6014.736.16
% Total Return Rel to Index -7.88-4.39-12.44-2.11-6.98-20.411.53-6.83-3.20-7.05-5.76
% Total Return Rel to Peer -5.971.83-9.43-1.99-0.32-6.56-5.84-0.55-3.18-4.502.66
% Perf Quintile vs Peer* 5.003.005.003.002.004.004.004.004.005.002.00
% Dividends 0.000.000.000.580.000.000.921.471.171.221.49
% Yield 0.000.000.000.000.000.000.370.620.530.480.65
Capital Gains ($) 0.0020.3519.9814.2415.0638.7832.0221.4229.8411.758.31
Expense Ratio 0.740.740.740.740.690.740.730.720.710.710.71

* 1 = Top 20%, 5 = Bottom 20%