ClearBridge Growth IS (LSIFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:06AM EDT. Market open.
ClearBridge Growth IS
New York, NY 10041
620 EIGHTH AVENUE, 49TH FLOOR
LEGG MASON & CO., LLC
1-877-721-1926
Management Information
,Lead Manager since April 30, 2024
Amanda is a Senior Portfolio Analyst supporting the ClearBridge All Cap Growth, Aggressive Growth and Multi Cap Growth Strategies.
Amanda joined ClearBridge Investments in 2013 as a sector analyst covering IT/Communications and was named a Portfolio Analyst in 2019. Prior to joining ClearBridge, she was a General Analyst at Suffolk Capital Management, covering technology, media and telecommunications. She was previously an Analyst at Citadel Asset Management/Surveyor Capital and at Tracer Capital Management, covering technology, media and telecommunications in both roles. She was also an Investment Banking Analyst at Merrill Lynch & Co. She has 15 years of investment industry experience.
Amanda received a BBA in Accounting from the University of Notre Dame. She is also a member of the CFA Institute.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyFranklin Templeton Investments
Net Assets4.21B
YTD Return-1.42%
Yield0.39%
Morningstar Rating★
Inception DateJan 29, 1996
Fund Operations
Last Dividend0.59
Last Cap Gain67.00
Holdings Turnover10.00%
Average for CategoryN/A
Fees & Expenses
ExpenseLSIFXCategory Average
Annual Report Expense Ratio (net)0.83%0.84%
Prospectus Net Expense Ratio0.83%N/A
Prospectus Gross Expense Ratio0.83%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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