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Clearbridge Large Cap Growth Fund Class Is: (MF: LSITX)
(NASDAQ Mutual Funds) As of Feb 4, 2026 05:15 PM ET
$71.39 USD
-0.77 (-1.07%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.89 | 72 |
| 3 months | -0.75 | 79 |
| 6 months | 2.81 | 82 |
| 1 Year | 8.90 | 72 |
| 3 Year | 26.57 | 17 |
| 5 Year | 10.72 | 49 |
| 10 Year | 14.55 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 8.89 |
| 5 Year | 10.72 |
| 10 Year | 14.55 |
| Since Inception | 15.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.48 | 14.48 | 3.59 | -0.75 |
| 2024 | 13.27 | 4.09 | 5.15 | 3.31 |
| 2023 | 16.56 | 13.89 | -5.25 | 15.54 |
| 2022 | -11.63 | -22.93 | -5.52 | 4.53 |
| 2021 | 0.26 | 11.25 | 0.31 | 9.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.89 | 28.11 | 45.34 | -32.74 | 22.02 | 31.31 | 32.22 | 0.05 | 25.52 | 7.26 |
| % Total Return Rel to Index | -9.32 | 3.09 | 19.09 | -14.54 | -6.66 | 12.91 | 0.73 | 4.44 | 3.73 | -4.67 |
| % Total Return Rel to Peer | -3.81 | 8.72 | 22.34 | -13.04 | -0.03 | 11.39 | 3.80 | 6.91 | 4.84 | -0.55 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.23 | 0.17 | 0.13 | 0.13 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.39 | 0.38 | 0.28 | 0.33 |
| Capital Gains ($) | 7.60 | 3.36 | 6.36 | 3.73 | 8.10 | 3.71 | 2.43 | 1.56 | 1.79 | 0.68 |
| Expense Ratio | 0.64 | 0.64 | 0.66 | 0.63 | 0.61 | 0.62 | 0.63 | 0.65 | 0.70 | 0.70 |
* 1 = Top 20%, 5 = Bottom 20%