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ClearBridge Large Cap Growth R (LMPLX) Fund Ranking and Research

Ranking, Research and Recommendation of ClearBridge Large Cap Growth R (LMPLX) Fund

    Last Trade: $35.82 on 5/23/2017, Change: -0.01 (-0.03%)

 

Graph of ClearBridge Large Cap Growth R Fund (LMPLX) ManagerFund Manager - Peter Bourbeau

Fund Manager Information

Fund Manager Tenure: 7.9 years
Fund Family: Legg Mason
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)

 

Graph of ClearBridge Large Cap Growth R Fund (LMPLX) ProfileClearBridge Large Cap Growth R Fund (LMPLX) Profile

Fund Profile and Description

ClearBridge Large Cap Growth R Fund seeks long-term capital growth. ClearBridge Large Cap Growth R Fund normally invests at least 80% of total assets in equity securities, or other investments with similar economic characteristics, of large capitalization companies similar to companies in the Russell 1000 Index. Equity securities include U.S. exchange traded and over the-counter common stocks, debt securities convertible into equity securities, and warrants and rights relating to equity securities.

 

ClearBridge Large Cap Growth R (LMPLX) Fund Strength What we like about ClearBridge Large Cap Growth R (LMPLX) Fund

Data for ClearBridge Large Cap Growth R Fund (LMPLX) as of May 30, 2016

  • ClearBridge Large Cap Growth R Fund (LMPLX) management has been with ClearBridge Large Cap Growth R Fund for 7.9 years
  • ClearBridge Large Cap Growth R Fund (LMPLX) has good short-term performance (1-year return 4.65% vs -1.74% Large Growth category median performance)
  • ClearBridge Large Cap Growth R Fund (LMPLX) has good mid-term performance (3-year return 13.89% vs 10.74% Large Growth category median performance)
  • ClearBridge Large Cap Growth R Fund (LMPLX) has good Long-term performance (5-year return 13.80% vs 10.14% Large Growth category median performance)
  • ClearBridge Large Cap Growth R Fund (LMPLX) ratio of up-years vs down years is greater than 2
  • ClearBridge Large Cap Growth R Fund (LMPLX) has a Morningstar rating of 4 and above
  • Asset base in ClearBridge Large Cap Growth R Fund (LMPLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • ClearBridge Large Cap Growth R Fund (LMPLX) has an annual stock turnover rate of 17.00% vs Large Growth average of 50.46%. It is good that ClearBridge Large Cap Growth R management does not trade extensively for its return.
  • ClearBridge Large Cap Growth R Fund (LMPLX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.76, lower than category average of 12.75

ClearBridge Large Cap Growth R Fund (LMPLX) Weakness What we are cautious about ClearBridge Large Cap Growth R (LMPLX) Fund

Data for ClearBridge Large Cap Growth R Fund (LMPLX) as of May 30, 2016

  • ClearBridge Large Cap Growth R Fund (LMPLX) has a higher expense ratio of 1.39% than its Large Growth average of 1.17%
  • Even though ClearBridge Large Cap Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See ClearBridge Large Cap Growth R Fund (LMPLX) performance details as of May 30, 2016

 

What do you think?

 

Compare ClearBridge Large Cap Growth R Fund (LMPLX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ClearBridge Large Cap Growth R2.044.6513.8913.80
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare ClearBridge Large Cap Growth R Fund (LMPLX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of ClearBridge Large Cap Growth R Fund (LMPLX) Net Asset TrackingClearBridge Large Cap Growth R (LMPLX) Fund Net Asset

Track net asset change of ClearBridge Large Cap Growth R fund (LMPLX)

DateNet Asset
05/2016$3.13B
03/2016$2.39B
02/2016$2.16B
More historic net asset information on ClearBridge Large Cap Growth R Fund (LMPLX)

  

Graph of ClearBridge Large Cap Growth R Fund (LMPLX) Portfolio TrackingClearBridge Large Cap Growth R (LMPLX) Fund Portfolio Allocation

Track portfolio allocation change of ClearBridge Large Cap Growth R fund (LMPLX)

DateCashStockBondOther
03/20165.27%94.73%0%0%
12/20154.71%95.29%0%0%
09/20154.51%95.49%0%0%
Click here to see more historic asset allocation information on ClearBridge Large Cap Growth R Fund (LMPLX)

 

graph of ClearBridge Large Cap Growth R Fund (LMPLX) Top 10 Position TrackingTop 10 Holdings in ClearBridge Large Cap Growth R (LMPLX) Fund

Discover what ClearBridge Large Cap Growth R Fund (LMPLX) manager is buying

Mar 30, 2016
Amazon.com, Inc. [3.85%]
CVS Health Corporation Common S [3.32%]
Microsoft Corporation [3.19%]
Home Depot, Inc. (The) Common S [2.94%]
Visa Inc. [2.89%]
Comcast Corporation [2.84%]
Alphabet Inc. [2.78%]
UnitedHealth Group Incorporated [2.65%]
Akamai Technologies, Inc. [2.59%]
Facebook, Inc. [2.44%]

Dec 30, 2015
Amazon.com, Inc. [4.63%]
Microsoft Corporation [3.22%]
CVS Health Corporation Common S [3.15%]
Alphabet Inc. [3.09%]
Visa Inc. [2.95%]
Home Depot, Inc. (The) Common S [2.93%]
Celgene Corporation [2.8%]
Facebook, Inc. [2.52%]
Akamai Technologies, Inc. [2.46%]
UnitedHealth Group Incorporated [2.43%]

Sep 29, 2015
Amazon.com, Inc. [4.56%]
CVS Health Corporation Common S [3.46%]
Visa Inc. [3.23%]
Microsoft Corporation [2.86%]
Home Depot, Inc. (The) Common S [2.85%]
Celgene Corporation [2.82%]
Alphabet Inc. [2.75%]
UnitedHealth Group Incorporated [2.67%]
Walt Disney Company (The) Commo [2.63%]
Apple Inc. [2.51%]
Click here for Stock Holding Change Map in ClearBridge Large Cap Growth R Fund (LMPLX)

  

Latest News on ClearBridge Large Cap Growth R (LMPLX) Fund

See what is happening with ClearBridge Large Cap Growth R Fund (LMPLX)

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ClearBridge Large Cap Growth R Fund (LMPLX) Related ResourcesSee more information on ClearBridge Large Cap Growth R (LMPLX) Fund

Popular pages on ClearBridge Large Cap Growth R (LMPLX) Fund

  

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