About SINAX
ClearBridge Large Cap Value Fund Class A is an equity mutual fund that primarily targets established large-cap U.S. companies exhibiting strong business fundamentals and attractive valuations. The fund’s main objective is long-term capital growth, while current income serves as a secondary consideration. It follows a value-oriented investment strategy, seeking to exploit market inefficiencies by investing in robust businesses across a variety of sectors, including financial services, technology, energy, utilities, healthcare, and basic materials. Notable portfolio holdings often include industry leaders such as major banks, technology firms, and energy producers, aiming for risk-adjusted returns while maintaining a diversified approach. The fund typically pays dividends on a quarterly basis and distributes capital gains annually, making it suitable for investors seeking consistent income alongside capital appreciation. With a legacy dating back to its inception in 1988, the fund has demonstrated a commitment to disciplined, long-term investing and plays a significant role among large-value mutual funds focused on the U.S. equity market.
Fund Family Franklin Templeton Investments
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SINAX
Share Class Class A
Index Russell 1000 Value TR
SINAX had a total return of 20.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.65%.
