ClearBridge Large Cap Growth IS

Frequently Asked Questions About LSITX

What does LSITX invest in?

Under typical operating conditions, the fund dedicates at least 80% of its net assets – encompassing any funds borrowed for investment – to equity securities or other investments that share similar financial characteristics. These holdings predominantly consist of large-capitalization companies based in the United States.

What is the expense ratio of LSITX?

ClearBridge Large Cap Growth IS (LSITX) charges an expense ratio of 0.64%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LSITX?

ClearBridge Large Cap Growth IS (LSITX) manages $9.14B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is LSITX actively managed or an index fund?

LSITX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (LSITX's is 0.64%) in exchange for the discretion to over- or under-weight positions.

When was LSITX launched?

ClearBridge Large Cap Growth IS (LSITX) launched in March 2013 and is managed by ClearBridge.

How has LSITX performed?

LSITX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.