ClearBridge Large Cap Growth Fund Class A (SBLGX)

Fund Assets	8.85B
Expense Ratio	1.026%
Min. Investment	$1,000
Turnover	22.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jun 12, 2026

Previous Close	59.06
YTD Return	-0.98%
1-Year Return	-1.80%
5-Year Return	30.34%
52-Week Low	52.28
52-Week High	67.93
Beta (5Y)	0.99
Holdings	51
Inception Date	Aug 29, 1997

About SBLGX

ClearBridge Large Cap Growth Fund Class A is a mutual fund that focuses on achieving long-term capital growth by investing primarily in large-cap companies with established histories of performance and dominant positions within their respective industries. The fund aims to allocate at least 80% of its assets, plus any borrowings, to equity securities of firms with large market capitalizations, primarily within the United States. Its diversified portfolio features leading companies from sectors such as technology, consumer cyclical, communication services, financial services, healthcare, and industrials. Notable holdings commonly include technology giants and industry leaders, reflecting the fund’s emphasis on firms best positioned for sustained growth. With a relatively low portfolio turnover and a strong emphasis on selecting the best value among growth firms, the fund serves as a core holding for investors seeking exposure to prominent U.S. growth companies. Managed by an experienced team, it is distinguished by a disciplined investment approach designed to capture the long-term growth potential of large-cap equities.

• Fund Family: Franklin Templeton, Inc
• Category: Unclassified
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SBLGX
• Share Class: Class A
• Index: Russell 1000 Growth TR

Performance

SBLGX had a total return of -1.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.72%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
FSPGX	Fidelity	Fidelity Large Cap Growth Index Fund	0.03%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LSITX	Class Is	0.64%
LCMMX	Class O	0.68%
SBLYX	Class I	0.73%
LMPLX	Class R	1.33%

Top 10 Holdings

56.36% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	15.54%
Alphabet Inc.	GOOGL	7.09%
Apple Inc.	AAPL	6.76%
Meta Platforms, Inc.	META	6.29%
Visa Inc.	V	4.28%
Palo Alto Networks, Inc.	PANW	4.12%
Amazon.com, Inc.	AMZN	3.70%
Arista Networks, Inc.	ANET	3.25%
Netflix, Inc.	NFLX	2.76%
ASML Holding N.V.	ASML	2.57%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 12, 2026	$0.79866	Jun 12, 2026
Dec 11, 2025	$6.17271	Dec 11, 2025
Jun 13, 2025	$1.42991	Jun 13, 2025
Dec 12, 2024	$3.35924	Dec 12, 2024
Dec 13, 2023	$5.24668	Dec 13, 2023
Jun 15, 2023	$1.11693	Jun 15, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Nov 11, 2026

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