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Clearbridge Large Cap Growth Fd Cl A: (MF: SBLGX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$64.22 USD
-0.29 (-0.45%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.71 | 42 |
| 3 months | 14.37 | 30 |
| 6 months | 5.71 | 42 |
| 1 Year | 14.64 | 35 |
| 3 Year | 24.40 | 12 |
| 5 Year | 14.26 | 44 |
| 10 Year | 14.26 | 15 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 58.56 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2025 | 4,011.51 |
| % Turnover 6/30/2025 | 16.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.14 | 1.15 | 1.07 |
| Alpha | 2.37 | -3.46 | -0.01 |
| R Squared | 0.92 | 0.91 | 0.91 |
| Std. Dev. | 18.77 | 19.66 | 17.41 |
| Sharpe | 1.12 | 0.68 | 2.00 |
Sector / Country Weightings
| As of 6/30/2025 | % of Portfolio |
|---|---|
| Technology | 44.98 |
| Retail Trade | 14.14 |
| Finance | 10.72 |
| Non-Durable | 8.63 |
| Other | 6.39 |
| Health | 5.84 |
| Industrial Cyclical | 4.04 |
| Services | 3.47 |
| Consumer Durables | 1.79 |
Portfolio Holdings
| Top Equity Holdings (As of 2/28/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| NVIDIA CORP | 9.09 | 1,066.56 |
| AMAZON.COM INC | 8.79 | 1,031.11 |
| META PLATFORMS INC | 7.00 | 821.55 |
| MICROSOFT CORP | 6.89 | 808.62 |
| APPLE INC | 5.47 | 641.79 |
| VISA INC | 5.46 | 640.96 |
| NETFLIX INC | 3.80 | 445.79 |
| SALESFORCE INC | 2.63 | 308.79 |
| PALO ALTO NETWORKS INC | 2.50 | 293.45 |
Stock Holding % of Net Assets
| As Of | 2/28/2025 |
| Total Issues | 41 |
| Avg. P/E | 33.71 |
| Avg. P/Book | 4.77 |
| Avg. EPS Growth | 16.29 |
| Avg. Market Value (Mil $) | 567,823 |
Composition
| % of Portfolio | |
| Stocks | 99.35 |
| Foreign Stocks | 7.87 |
| Cash | 0.73 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | -0.08 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 62.31 |
| Large Value | 3.89 |
| Small Growth | 9.15 |
| Small Value | 2.85 |
| Foreign Stock | 1.66 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 11.46 |
| Foreign Bond | 0.00 |
| High Yield Bond | 5.91 |