Clearbridge Large Cap Fund Quote

SINOX Fund  USD 44.85  0.25  0.56%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Clearbridge Large is trading at 44.85 as of the 24th of November 2024; that is 0.56 percent increase since the beginning of the trading day. The fund's open price was 44.6. 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 5th of December 2022 and ending today, the 24th of November 2024. 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

  0.96SAGCX Clearbridge AggressivePairCorr
  0.97LGASX Clearbridge Small CapPairCorr
  0.91SAPCX Clearbridge AppreciationPairCorr

Moving against Clearbridge Mutual Fund

  0.77LGOCX Legg Mason BwPairCorr
  0.74WABCX Western Asset EPairCorr
  0.73WABRX Western Asset EPairCorr
  0.71WACSX Western Asset EPairCorr
  0.7WAPCX Western Asset EPairCorr
  0.69WACIX Western Asset EPairCorr

Clearbridge Mutual Fund Highlights

Fund ConcentrationLegg Mason Funds, Large Value Funds, Large Value, Legg Mason, Large Blend, Large Value (View all Sectors)
Update Date30th of September 2024
Clearbridge Large Cap [SINOX] is traded in USA and was established 24th of November 2024. 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 at this time has accumulated 1.7 B in assets with no minimum investment requirementsClearbridge Large Cap is currently producing year-to-date (YTD) return of 12.54% with the current yeild of 0.0%, while the total return for the last 3 years was 6.15%.
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

UPSUnited Parcel ServiceStockIndustrials
CHTRCharter CommunicationsStockCommunication Services
AXPAmerican ExpressStockFinancials
AAPLApple IncStockInformation Technology
COPConocoPhillipsStockEnergy
CCitigroupStockFinancials
RTXRaytheon Technologies CorpStockIndustrials
AMTAmerican Tower CorpStockReal Estate
More Details

Clearbridge Large Cap Risk Profiles

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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