About SAIFX
ClearBridge Large Cap Value Fund Class I is an institutional open-end mutual fund that targets long-term capital growth as its primary objective, with current income as a secondary aim. It invests predominantly in equity securities of large, established U.S. companies that exhibit strong fundamentals and are trading at valuations considered attractive relative to their intrinsic worth. The fund is managed with a quality-first, value-oriented investment strategy, focusing on identifying strong businesses capable of weathering various market conditions and holding them for the long term. Its portfolio is diversified across multiple sectors, with particular emphasis on Financials, Health Care, Industrials, Information Technology, and Materials. The fund holds approximately 50–55 individual stocks, with a significant weighting in its top ten holdings, which collectively represent around a third of the portfolio. Designed for institutional investors, the fund maintains a below-average expense ratio and a comparatively low portfolio turnover, reflecting its long-term investment approach. ClearBridge Large Cap Value Fund Class I plays a significant role in the market by offering investors exposure to mature, blue-chip companies while adhering to disciplined, value-driven investment principles.
Fund Family Franklin Templeton Investments
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SAIFX
Share Class Class I
Index Russell 1000 Value TR
SAIFX had a total return of 9.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.77%.
