Nasdaq - Delayed Quote USD

ClearBridge Large Cap Growth IS (LSITX)

78.71 +1.17 (+1.51%)
As of 8:05:57 a.m. EST. Market Open.
Loading Chart for LSITX
DELL
  • Previous Close 77.54
  • YTD Return 28.11%
  • Expense Ratio 0.66%
  • Category Large Growth
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 11.95B
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.12
  • Inception Date Mar 15, 2013

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics of U.S. companies with large market capitalizations.

Franklin Templeton Investments

Fund Family

Large Growth

Fund Category

11.95B

Net Assets

2013-03-15

Inception Date

Performance Overview: LSITX

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Trailing returns as of 2025-01-22. Category is Large Growth.

YTD Return

LSITX
28.11%
Category
12.38%
 

1-Year Return

LSITX
28.11%
Category
41.70%
 

3-Year Return

LSITX
7.79%
Category
22.56%
 

5-Year Return

LSITX
14.94%
Category
21.98%
 

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Holdings: LSITX

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Top 10 Holdings (54.74% of Total Assets)

SymbolCompany% Assets
NVDA
NVDA 9.70%
AMZN
AMZN 9.02%
MSFT
MSFT 7.26%
META
META 6.17%
AAPL
AAPL 5.56%
V
V 5.23%
NFLX
NFLX 3.95%
CRM
CRM 2.93%
UNH
UNH 2.55%
PANW
PANW 2.37%

Sector Weightings

SectorLSITX
Technology   39.31%
Consumer Cyclical   12.71%
Healthcare   12.53%
Communication Services   12.21%
Financial Services   10.50%
Industrials   6.97%
Consumer Defensive   2.57%
Real Estate   1.61%
Basic Materials   1.61%
Utilities   0.00%
Energy   0.00%

Recent News: LSITX

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