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Clearbridge Growth Fund Class I: (MF: SAGYX)

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

$132.71 USD

+3.26 (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

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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 2.87 82
3 months 2.75 82
6 months 1.63 85
1 Year 12.44 85
3 Year 14.90 77
5 Year 3.89 80
10 Year 8.38 83

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.14
Bear Market (10/07 - 2/09) -51.58
Bull Market (2/09 - 3/21) 719.33

Load Adjusted Returns as of May 31, 2026

1 Year 14.40
5 Year 2.39
10 Year 7.44
Since Inception 8.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.10 NA NA NA
2025 -7.66 18.76 5.54 -1.75
2024 4.14 1.92 2.45 3.41
2023 7.36 5.75 -5.43 15.51
2022 -8.64 -19.22 -2.01 3.34
2021 5.82 6.05 -6.14 2.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8713.7112.4724.03-25.268.1619.8524.56-7.6714.636.02
% Total Return Rel to Index -7.92-4.50-12.55-2.21-7.06-20.521.45-6.92-3.27-7.16-5.90
% Total Return Rel to Peer -6.001.72-9.54-2.09-0.40-6.66-5.92-0.64-3.25-4.602.52
% Perf Quintile vs Peer* 5.003.005.003.002.004.004.004.004.005.002.00
% Dividends 0.000.000.000.450.000.000.781.260.981.011.17
% Yield 0.000.000.000.000.000.000.310.540.450.410.52
Capital Gains ($) 0.0020.3519.9814.2415.0638.7832.0221.4229.8411.758.31
Expense Ratio 0.840.840.830.830.810.820.810.790.800.810.83

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