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Clearbridge Large Cap Growth Class O: (MF: LCMMX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$73.49 USD
-0.90 (-1.21%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.92 | 17 |
| 3 months | 4.09 | 26 |
| 6 months | 17.92 | 17 |
| 1 Year | 29.05 | 18 |
| 3 Year | 7.99 | 28 |
| 5 Year | 14.88 | 22 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 29.05 |
| 5 Year | 14.87 |
| 10 Year | NA |
| Since Inception | 14.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.28 | 4.09 | NA | NA |
| 2023 | 16.54 | 13.89 | -5.27 | 15.53 |
| 2022 | -11.65 | -22.95 | -5.50 | 4.51 |
| 2021 | 0.25 | 11.23 | 0.30 | 9.03 |
| 2020 | -15.00 | 25.91 | 12.61 | 8.90 |
| 2019 | 15.74 | 5.21 | -0.45 | 9.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.92 | 45.25 | -32.77 | 21.96 | 31.25 | 32.17 | -0.01 | 25.47 | 7.21 | 9.50 |
| % Total Return Rel to Index | 2.61 | 19.01 | -14.57 | -6.71 | 12.85 | 0.68 | 4.38 | 3.67 | -4.72 | 8.11 |
| % Total Return Rel to Peer | 7.25 | 22.25 | -13.07 | -0.09 | 11.33 | 3.74 | 6.85 | 4.79 | -0.60 | 11.09 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.20 | 0.14 | 0.11 | 0.11 | 0.11 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.34 | 0.31 | 0.24 | 0.28 | 0.29 |
| Capital Gains ($) | 0.00 | 6.36 | 3.73 | 8.10 | 3.71 | 2.43 | 1.56 | 1.79 | 0.68 | 0.95 |
| Expense Ratio | 0.00 | 0.70 | 0.68 | 0.66 | 0.67 | 0.68 | 0.70 | 0.74 | 0.74 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%