- 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 $10.23B 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's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- 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.
