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Mutual Fund Insights: Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

In-depth Analysis of Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

Mutual fund chart: Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

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See Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) performance details as of February 28, 2010

  

    Last Trade: $23.13 on 3/19/2010, Change: -0.09 (-0.39%)
Experiment our closing price forecasting tool for Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) (alpha release)

  

Fund ManagerFund Manager - Scott Glasser

Fund Manager Tenure: 0.6 years   [Similar Funds: SBLBX  SBLYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Scott Glasser is a managing director, senior portfolio manager and co-director of research with ClearBridge. Prior to joining the firm, Scott Glasser was a credit analyst specializing in fixed income investments for Bear Stearns. In 1993, Scott Glasser joined the research department of predecessor organization Shearson Lehman Brothers as a consumer analyst and transitioned into a role as a portfolio manager one year later. Scott Glasser has 18 years of investment industry experience.  Get more insights on Scott Glasser

  

What we like about Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) What we like about Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

Data for Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) as of February 28, 2010

  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) ratio of up-years vs down years is greater than 2
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) has an annual stock turnover rate of 13.00% vs Large Growth average of 109.62%. It is good that Legg Mason ClearBridge Large Cap Gr A management does not trade extensively for its return.
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.65, lower than category average of 21.35
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) has a lower management fee than its Large Growth average: 1.25% vs 1.33%

  

What we are cautious about Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) What we are cautious about Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

Data for Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) as of February 28, 2010

  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) management has been with Legg Mason ClearBridge Large Cap Gr A Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Legg Mason ClearBridge Large Cap Gr A Fund is a focused fund with 39.77% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) has a less-than-ideal short-term performance (1-year return 49.65% vs 51.46 % Large Growth category average)
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) has a less-than-ideal mid-term performance (3-year return -2.69% vs -3.50 % Large Growth category average)
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) has a less-than-ideal Long-term performance (5-year return 1.04% vs 1.34 % Large Growth category average)
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) has a Morningstar rating of 3 and below
  • Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) carries a 5.75% load
See Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) performance details as of February 28, 2010

  

  

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Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) Net Asset

Track net asset change of Legg Mason ClearBridge Large Cap Gr A fund (SBLGX)

DateNet Asset
02/2010$1.85B
01/2010$1.32B
11/2009$1.34B
More historic net asset information on Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

  

Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) Portfolio Allocation

Track portfolio allocation change of Legg Mason ClearBridge Large Cap Gr A fund (SBLGX)

DateCashStockBondOther
09/20094.63%95.37%0%0%
06/20091.01%98.99%0%0%
03/20091.88%98.12%0%0%
Click here to see more historic asset allocation information on Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

  

Most Recent Top 10 Holdings in Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

Discover what Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX) manager is buying

30-Sep-09
Amazon.com, Inc. [5.73%]
Berkshire Hathaway Inc. A [4.12%]
COCA COLA CO THE [4.06%]
RED HAT INC [3.92%]
Google Inc. [3.68%]
BLACKROCK INC [3.64%]
QUALCOMM Incorporated [3.63%]
JOHNSON AND JOHNS DC [3.39%]
Amgen Inc. [3.32%]
Akamai Technologies, Inc. [3.31%]

30-Jun-09
Amazon.com, Inc. [6.39%]
Berkshire Hathaway Inc. A [4.58%]
QUALCOMM Incorporated [4.49%]
RED HAT INC [3.9%]
Google Inc. [3.76%]
COCA COLA CO THE [3.67%]
Akamai Technologies, Inc. [3.61%]
BLACKROCK INC [3.57%]
Sears Holdings Corporation [3.56%]
Amgen Inc. [3.51%]

31-Mar-09
Amazon.com, Inc. [7.22%]
Berkshire Hathaway Inc. A [5.01%]
QUALCOMM Incorporated [4.5%]
Akamai Technologies, Inc. [4.49%]
Red Hat Inc [4.23%]
Amgen Inc. [3.72%]
Biogen Idec Inc [3.64%]
Home Depot Inc [3.54%]
Google Inc. [3.52%]
Johnson & Johnson [3.35%]
Click here for Stock Holding Change Map in Legg Mason ClearBridge Large Cap Gr A Fund (SBLGX)

  

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