Clearbridge Large Cap Fund Quote
| SBLYX Fund | USD 79.66 0.60 0.76% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Clearbridge Large is trading at 79.66 as of the 27th of November 2024; that is 0.76 percent increase since the beginning of the trading day. The fund's open price was 79.06. Clearbridge Large has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Clearbridge Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of September 2024 and ending today, the 27th of November 2024. 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 against Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Growth Funds, Large Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Clearbridge Large Cap [SBLYX] is traded in USA and was established 27th of November 2024. Clearbridge Large is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 9.88 B in assets with no minimum investment requirementsClearbridge Large Cap is currently producing year-to-date (YTD) return of 29.44%, while the total return for the last 3 years was 7.73%.
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
| AKAM | Akamai Technologies | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| SLB | Schlumberger NV | Stock | Energy | |
| GWW | WW Grainger | Stock | Industrials | |
| BLK | BlackRock | Stock | Financials | |
| HON | Honeywell International | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care |
Clearbridge Large Cap Risk Profiles
| Mean Deviation | 0.6463 | |||
| Semi Deviation | 0.842 | |||
| Standard Deviation | 0.8973 | |||
| Variance | 0.8051 |
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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