Clearbridge Large Cap Fund Quote

SAIFX Fund  USD 40.32  0.31  0.77%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Clearbridge Large is trading at 40.32 as of the 19th of July 2025; that is 0.77 percent increase since the beginning of the trading day. The fund's open price was 40.01. Clearbridge Large has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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

  0.98TEBIX Franklin Mutual BeaconPairCorr
  0.96TEDMX Templeton DevelopingPairCorr
  0.97TEDIX Franklin Mutual GlobalPairCorr
  0.97TEDSX Franklin Mutual GlobalPairCorr
  0.94TEDRX Franklin Mutual GlobalPairCorr
  0.95TEFRX Templeton ForeignPairCorr

Clearbridge Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Value Funds, Large Value, Franklin Templeton Investments, Large Value, Large Value (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Clearbridge Large Cap [SAIFX] is traded in USA and was established 19th of July 2025. Clearbridge Large is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 2.79 B in assets with no minimum investment requirementsClearbridge Large Cap is currently producing year-to-date (YTD) return of 2.26% with the current yeild of 0.01%, while the total return for the last 3 years was 11.45%.
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

MSFTMicrosoftStockInformation Technology
CCitigroupStockFinancials
UPSUnited Parcel ServiceStockIndustrials
CHTRCharter CommunicationsStockCommunication Services
AMTAmerican Tower CorpStockReal Estate
CSCOCisco SystemsStockInformation Technology
HONHoneywell InternationalStockIndustrials
CVSCVS Health CorpStockHealth Care
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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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