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Mutual Fund Insights: Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX)

In-depth Analysis of Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX)

Mutual fund chart: Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX)

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

  

    Last Trade: $24.23 on 3/19/2010, Change: -0.10 (-0.41%)
Experiment our closing price forecasting tool for Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) (alpha release)

  

Fund ManagerFund Manager - Scott Glasser

Fund Manager Tenure: 0.6 years   [Similar Funds: SBLBX  SBLGX ]
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 I Fund (SBLYX) What we like about Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX)

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

  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) has good Long-term performance (5-year return 1.41% vs 1.34 % Large Growth category average)
  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) ratio of up-years vs down years is greater than 2
  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) 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 I management does not trade extensively for its return.
  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.66, lower than category average of 21.35
  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) has a lower management fee than its Large Growth average: 0.92% vs 1.33%
  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) What we are cautious about Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX)

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

  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) management has been with Legg Mason ClearBridge Large Cap Gr I 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 I 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 I Fund (SBLYX) has a less-than-ideal short-term performance (1-year return 50.23% vs 51.46 % Large Growth category average)
  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) has a less-than-ideal mid-term performance (3-year return -2.33% vs -3.50 % Large Growth category average)
  • Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) has a Morningstar rating of 3 and below
See Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) performance details as of February 28, 2010

  

  

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Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) Net Asset

Track net asset change of Legg Mason ClearBridge Large Cap Gr I fund (SBLYX)

DateNet Asset
02/2010$1.85B
01/2010$122.40M
11/2009$110.33M
More historic net asset information on Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX)

  

Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) Portfolio Allocation

Track portfolio allocation change of Legg Mason ClearBridge Large Cap Gr I fund (SBLYX)

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 I Fund (SBLYX)

  

Most Recent Top 10 Holdings in Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX)

Discover what Legg Mason ClearBridge Large Cap Gr I Fund (SBLYX) 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 I Fund (SBLYX)

  

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