Clearbridge Large Cap Fund Quote
| LMLSX Fund | USD 40.70 0.36 0.89% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Clearbridge Large is trading at 40.70 as of the 18th of January 2025; that is 0.89 percent up since the beginning of the trading day. The fund's open price was 40.34. Clearbridge Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations. More on Clearbridge Large Cap
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Value Funds, Large Value, Legg Mason, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Clearbridge Large Cap [LMLSX] is traded in USA and was established 18th of January 2025. Clearbridge Large is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Value category and is part of Legg Mason family. This fund now has accumulated 1.7 B in assets with minimum initial investment of 1000 K. Clearbridge Large Cap is currently producing year-to-date (YTD) return of 0.71% with the current yeild of 0.01%, while the total return for the last 3 years was 4.54%.
Check Clearbridge Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Large Cap Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| UPS | United Parcel Service | Stock | Industrials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| SRE | Sempra Energy | Stock | Utilities | |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
Clearbridge Large Top Holders
| FLRQX | Franklin Lifesmart 2020 | Mutual Fund | Target-Date 2020 | |
| FTCZX | Franklin Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| FLSZX | Franklin Lifesmart 2055 | Mutual Fund | Target-Date 2055 | |
| FLTNX | Franklin Lifesmart 2055 | Mutual Fund | Target-Date 2055 | |
| FLBSX | Franklin Lifesmart 2060 | Mutual Fund | Target-Date 2060+ | |
| FMLTX | Franklin Lifesmart 2045 | Mutual Fund | Target-Date 2045 | |
| FLROX | Franklin Lifesmart 2020 | Mutual Fund | Target-Date 2020 | |
| FLRJX | Franklin Lifesmart 2045 | Mutual Fund | Target-Date 2045 |
Clearbridge Large Cap Risk Profiles
| Mean Deviation | 0.673 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.71 | |||
| Risk Adjusted Performance | (0.08) |
Clearbridge Large Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Large financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Large security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
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| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |