2024 Clearbridge large cap growth fund fact sheet

Clearbridge large cap growth fund fact sheet

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August undefined, 2024

WebDec 31, 2024 · Outlook. Corporate earnings expectations retreated during the fourth quarter, declining 2.8%, the first year-over-year earnings decline since the third quarter of 2024, according to FactSet. As of mid-December, 63 S&P 500 companies had issued negative forward guidance compared to 34 reporting positive projections. WebTenure Rank. Jul 15, 2009. 12.88. 12.9%. Peter co-manages the Large Cap Growth and All Cap Growth strategy products. Peter joined predecessor firm Shearson Asset Management in 1991, and has 29 years of investment industry experience. During his career, Peter has worked in trading, fund management, research, and investment marketing.

SHRAX - ClearBridge Aggressive Growth Fund Class A - Fidelity …

WebClearBridge Large Cap Growth Fund Class A A Mutual Fund Fourth Quarter 2024 Fund Fact Sheet - Page 2 based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a funds' monthly performance (including the effects of sales charges, … WebApr 3, 2024 · The Fund seeks to build a portfolio that is resilient through an entire investment cycle with a bottom-up fundamental investment process that identifies high-quality, under-appreciated, growth... hcfa form printer

ClearBridge Large Cap Growth Fund (SBLGX) Holdings - U.S.

WebFund Performance. The fund has returned -18.86 percent over the past year, 5.17 percent over the past three years, 7.45 percent over the past five years, and 12.60 percent over the past decade. WebDec 31, 2024 · The ClearBridge Large Cap Growth Composite invests in issuers that demonstrate high earnings growth rates. All accounts within the composite are primarily invested in large-capitalization U.S. equities, with an objective of outperforming the … WebDec 31, 2024 · ClearBridge Large Cap Growth ESG Portfolios Investment Process Collaborate with sector analysts to identify companies with attractive business models, solid ESG ratings and good long-term growth prospects and understand the durability of a … gold coast dump fees

ClearBridge Large Cap Growth Fund Class A

ClearBridge Select Fund

WebInternational Large-Cap Growth Equity fund company Franklin Templeton Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return 7.0% 1 yr return -6.1% 3 Yr Avg Return 9.2% 5 Yr Avg Return 4.1% Net Assets $5.05 B Holdings in Top 10 31.7% 52 WEEK LOW AND HIGH $57.4 $46.62 $60.85 Expenses OPERATING FEES WebClearBridge Large Cap Growth Fund Class A A Mutual Fund Third Quarter 2024 Fund Fact Sheet. Key Facts. Investment Advisor; Legg Mason Partners Fund Advisor, LLC; Asset Class: Large Cap - Growth; Primary Index: Russell 1000 Growth Index; Net Assets: Inception Date: 08/29/1997; Ticker: SBLGX; Gross Expense Ratio: gold coast drowningWebClearBridge Large Cap Growth Fund Fact Sheet Exchange Traded Funds 529 Portfolios Separately Managed Accounts Closed-End Funds Interval Funds Tender Offer Funds Money Market Funds Investment Resources Sales Charges & Breakpoints Morningstar 4 … hcfa form explained

"WebPerformance charts for ClearBridge Large Cap Growth Fund (SBLGX) including intraday, historical and comparison charts, technical analysis and trend lines. " - Clearbridge large cap growth fund fact sheet

Clearbridge large cap growth fund fact sheet

WebClearBridge Large Cap Growth Fund SBLYX Fund $52.58 $12.9 B 0.00% $0.00 0.71% SBLYX - Profile Distributions YTD Total Return 12.9% 3 Yr Annualized Total Return 8.5% 5 Yr Annualized Total Return 3.2% Capital Gain Distribution Frequency Annually Net Income Ratio -0.09% DIVIDENDS Dividend Yield 0.0% Dividend Distribution Frequency Annually WebApr 10, 2024 · ClearBridge All Cap Growth ESG ETF Issuers Franklin Templeton CACG CACG ClearBridge All Cap Growth ESG ETF Price: undefined undefined Change: Category: Large Cap Growth Equities Last Updated: Apr 06, 2024 Vitals Issuer Franklin …

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WebSee ClearBridge All Cap Value Fund (SHFVX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge All Cap Value Fund performance, holdings, fees, risk and other data from ... WebMar 30, 2024 · The "A+ Metric Rated ETF" field, available to ETF Database Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETF …

WebClearBridge Appreciation Fund Blend Fact Sheet as of December 31, 2024 tel:(800)DIALBEN/342-5236 ... Investment Overview Invests primarily in equity securities of U.S. companies. Typically focusing on medium and large cap companies, but may ... Growth of $10,000 Class A Shares—Inception through December 31, 2024 ... Web3 hours ago · Exhibit 1: Growth Boost from Falling Yields May Not Last. Data as of March 31, 2024. Source: FactSet. The ClearBridge Large Cap Growth Strategy outperformed the benchmark during the first quarter ...

WebFind the latest ClearBridge Large Cap Growth Fund (SBLYX) stock quote, history, news and other vital information to help you with your stock trading and investing. WebApr 11, 2024 · ClearBridge Large Cap Growth Fund Class I Transaction Fee/Load 1 See Fund Picks from Fidelity ® for no transaction fee alternatives Prospectus More Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Large Growth *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses …

WebMar 31, 2024 · The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index.

hcf agreement hospitalsWebClearBridge Large Cap Growth Fund has an expense ratio of 1.03 percent. Net Expense Ratio 1.03 Category Average: 1%* Management 0.59 Category Average: 0.61%* SEE MORE SBLGX FEES Updated... gold coast ducatiWebClearBridge Large Cap Growth Fund Growth Fact Sheet as of December 31, 2024 tel: (800) DIAL BEN/342-5236 franklintempleton.com NotFDICInsured MayLoseValue NoBankGuarantee Investment Overview Seeks to invest … hcfa helplineWebClearBridge Large Cap Growth I SBLYX Category ... Advisor Legg Mason Partners Fund Advisor, LLC Subadvisor ClearBridge Investments, LLC Fees and Expenses as of 03-31-22 Gross Prospectus Expense Ratio 0.71% Net Prospectus Expense Ratio 0.71% Waiver Data Type Exp.Date % — — — ... hcfa forms instructionsWebAnalyze the Fund ClearBridge Large Cap Growth Fund Class I having Symbol SBLYX for type workplacefunds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. SBLYX - ClearBridge Large Cap Growth Fund Class I Fidelity … gold coast dungarvan hotelWebMar 31, 2024 · For a mutual fund, the gross expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund's most recent prospectus (before waivers or reimbursements). This ratio also includes Acquired Fund Fees and Expenses, … gold coast dungarvan holiday homesWeb3 hours ago · Investor optimism for most of the quarter also favored growth stocks over value stocks, with the Russell 2000 Growth index returning 6.07% compared to the -0.66% of the Russell 2000 Value Index. hcfa form ub92