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Clearbridge Large Cap Value Fund Class A: (MF: SINAX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:55 PM ET

$44.47 USD

-0.32 (-0.71%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.90 37
3 months 0.35 47
6 months 9.67 55
1 Year 14.27 43
3 Year 13.78 78
5 Year 9.03 68
10 Year 10.49 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 119.72
Bear Market (10/07 - 2/09) -49.40
Bull Market (2/09 - 3/21) 734.88

Load Adjusted Returns as of Sep 30, 2026

1 Year 8.31
5 Year 7.87
10 Year 9.90
Since Inception 9.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.02 9.28 0.35 NA
2025 0.54 1.63 5.63 2.12
2024 7.00 -3.04 5.52 -1.20
2023 0.25 5.36 -1.60 10.42
2022 -1.60 -12.81 -4.68 14.29
2021 9.29 7.48 -0.66 7.67

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.8910.228.1614.78-6.5425.635.7028.22-8.9814.1012.80
% Total Return Rel to Index -0.84-7.99-16.85-11.4611.66-3.04-12.69-3.26-4.58-7.680.87
% Total Return Rel to Peer 1.83-4.83-7.67-0.504.251.29-2.502.58-1.41-3.301.48
% Perf Quintile vs Peer* 2.005.005.003.002.003.003.002.004.004.003.00
% Dividends 0.250.390.490.470.420.330.420.510.430.390.38
% Yield 0.690.871.070.781.100.771.131.361.381.101.21
Capital Gains ($) 0.004.104.010.740.061.592.161.621.780.440.22
Expense Ratio 0.790.790.770.790.790.810.820.870.810.890.87

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