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ClearBridge Large Cap Growth Fund Class I (SBLYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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64.07-0.63 (-0.97%)
At close: 8:01PM EDT

ClearBridge Large Cap Growth Fund Class I

Legg Mason Partners Equity Trust

55 Water Street, 32nd Floor

New York, NY 10041

877-721-1926
Management Information
Peter B. Bourbeau,Lead Manager since July 14, 2009
Peter co-manages the Large Cap Growth and All Cap Growth strategy products. Peter joined predecessor firm Shearson Asset Management in 1991, and has 29 years of investment industry experience. During his career, Peter has worked in trading, fund management, research, and investment marketing. A graduate of the University of Florida, Peter obtained his MBA from Fordham University.
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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 Growth
Fund FamilyLegg Mason
Net Assets16.76B
YTD Return7.00%
Yield0.30%
Morningstar Rating★★★★
Inception DateOct. 14, 1997

Fund Operations

Last Dividend0.19
Last Cap Gain0.00
Holdings Turnover25.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSBLYXCategory Average
Annual Report Expense Ratio (net)0.75%1.05%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio0.75%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.45%
3 Yr Expense Projection240N/A
5 Yr Expense Projection417N/A
10 Yr Expense Projection930N/A