Clearbridge Large Cap Fund Quote
| SINOX Fund | USD 45.27 0.14 0.31% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Clearbridge Large is trading at 45.27 as of the 2nd of December 2024; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 45.13. Clearbridge Large has less than a 17 % 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 2nd of November 2024 and ending today, the 2nd of December 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
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Clearbridge Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Value Funds, Large Value, Legg Mason, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Clearbridge Large Cap [SINOX] is traded in USA and was established 2nd of December 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 14.82% with the current yeild of 0.0%, while the total return for the last 3 years was 7.34%.
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
| CSCO | Cisco Systems | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| CHTR | Charter Communications | Stock | Communication Services | |
| SRE | Sempra Energy | Stock | Utilities | |
| BAC | Bank of America | Stock | Financials | |
| ITW | Illinois Tool Works | Stock | Industrials |
Clearbridge Large Cap Risk Profiles
| Mean Deviation | 0.5126 | |||
| Semi Deviation | 0.3464 | |||
| Standard Deviation | 0.712 | |||
| Variance | 0.5069 |
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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