About SAGYX
ClearBridge Growth Fund Class I is a mutual fund primarily focused on capital appreciation through investment in U.S. common stocks. Managed with an emphasis on identifying companies that are currently experiencing, or are expected to experience, above-average earnings growth, the fund typically targets large-cap firms across diverse sectors, including technology, healthcare, communication services, and industrials. The fund is designed for institutional investors, reflected in its high minimum initial investment of $1,000,000 and its institutional share class structure. As of recent data, the fund holds assets over $4 billion and maintains a concentrated portfolio, with a significant portion allocated to its top ten holdings, highlighting a high-conviction investment approach. The fund’s performance typically aligns with the large-blend category, investing across a wide spectrum of U.S. industries and aiming to capture growth opportunities within the broader equity market. Established in 1996, ClearBridge Growth Fund Class I plays a notable role for institutions seeking exposure to growth-oriented equities with professional management and a disciplined investment strategy.
Fund Family Franklin Templeton Investments
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SAGYX
Share Class Class I
Index Russell 3000 Growth TR
SAGYX had a total return of 6.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.07%.
