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Clearbridge Large Cap Value Fund Class C: (MF: SINOX)

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

$42.34 USD

-0.30 (-0.70%)

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 11.22 42
3 months 0.14 51
6 months 9.22 58
1 Year 13.39 49
3 Year 12.92 83
5 Year 8.18 74
10 Year 9.65 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 110.17
Bear Market (10/07 - 2/09) -49.83
Bull Market (2/09 - 3/21) 630.44

Load Adjusted Returns as of Sep 30, 2026

1 Year 12.26
5 Year 8.17
10 Year 9.64
Since Inception 8.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.83 9.06 0.14 NA
2025 0.35 1.45 5.40 1.94
2024 6.80 -3.23 5.32 -1.37
2023 0.04 5.15 -1.80 10.23
2022 -1.79 -12.98 -4.90 14.03
2021 9.10 7.25 -0.87 7.46

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.229.397.3513.87-7.3324.654.9027.35-9.6613.2211.94
% Total Return Rel to Index -1.51-8.82-17.66-12.3610.87-4.02-13.49-4.13-5.26-8.560.00
% Total Return Rel to Peer 1.16-5.65-8.48-1.403.450.31-3.291.71-2.10-4.180.61
% Perf Quintile vs Peer* 2.005.005.003.002.003.004.003.005.004.003.00
% Dividends 0.090.090.200.170.140.040.190.240.190.150.18
% Yield 0.190.210.450.220.380.100.540.660.650.440.58
Capital Gains ($) 0.004.104.010.740.061.592.161.621.780.440.22
Expense Ratio 1.581.541.521.601.621.591.571.571.541.661.65

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