Clearbridge Large Cap Fund Quote
| LSITX Fund | USD 77.85 0.46 0.59% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Clearbridge Large is trading at 77.85 as of the 1st of February 2025; that is 0.59 percent down since the beginning of the trading day. The fund's open price was 78.31. Clearbridge Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
Under normal circumstances, the fund 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 U.S. 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 Growth Funds, Large Growth, Legg Mason (View all Sectors) |
| Update Date | 31st of December 2024 |
Clearbridge Large Cap [LSITX] is traded in USA and was established 1st of February 2025. Clearbridge Large is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Legg Mason family. This fund now has accumulated 12.09 B in assets with minimum initial investment of 1000 K. Clearbridge Large Cap is currently producing year-to-date (YTD) return of 4.52%, while the total return for the last 3 years was 14.05%.
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
| BIIB | Biogen Inc | Stock | Health Care | |
| BLK | BlackRock | Stock | Financials | |
| SLB | Schlumberger NV | Stock | Energy | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| AKAM | Akamai Technologies | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| V | Visa Class A | Stock | Financials |
Clearbridge Large Top Holders
| SWDRX | Schwab Target 2030 | Mutual Fund | Target-Date 2030 | |
| SWHRX | Schwab Target 2025 | Mutual Fund | Target-Date 2025 | |
| LMEIX | Qs Servative Growth | Mutual Fund | Allocation--50% to 70% Equity | |
| SWCRX | Schwab Target 2020 | Mutual Fund | Target-Date 2020 | |
| SCGRX | Qs Moderate Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| SBCPX | Qs Defensive Growth | Mutual Fund | Allocation--30% to 50% Equity | |
| LWLAX | L Mason Qs | Mutual Fund | Allocation--30% to 50% Equity | |
| LMLRX | Qs Defensive Growth | Mutual Fund | Allocation--30% to 50% Equity |
Clearbridge Large Cap Risk Profiles
| Mean Deviation | 0.8455 | |||
| Semi Deviation | 1.4 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.38 |
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.
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