Clearbridge Large Cap Fund Quote
| SBLGX Fund | USD 58.96 0.17 0.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
Clearbridge Large is trading at 58.96 as of the 22nd of March 2025; that is 0.29% up since the beginning of the trading day. The fund's open price was 58.79. Clearbridge Large has about a 22 % 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 22nd of December 2024 and ending today, the 22nd of March 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 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 | 31st of March 2025 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Clearbridge Large Cap [SBLGX] is traded in USA and was established 22nd of March 2025. 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 0.13%, while the total return for the last 3 years was 14.1%.
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 | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| GWW | WW Grainger | Stock | Industrials | |
| BLK | BlackRock | Stock | Financials | |
| AKAM | Akamai Technologies | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials |
Clearbridge Large Cap Risk Profiles
| Mean Deviation | 0.9557 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Risk Adjusted Performance | (0.1) |
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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