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Clearbridge Large Cap Growth Fd R: (MF: LMPLX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$56.27 USD
-0.69 (-1.21%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.54 | 18 |
| 3 months | 3.92 | 28 |
| 6 months | 17.54 | 18 |
| 1 Year | 28.22 | 20 |
| 3 Year | 7.28 | 35 |
| 5 Year | 14.13 | 30 |
| 10 Year | 13.76 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.13 |
| Bull Market (2/09 - 3/21) | 923.08 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.22 |
| 5 Year | 14.12 |
| 10 Year | 13.76 |
| Since Inception | 10.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.10 | 3.92 | NA | NA |
| 2023 | 16.37 | 13.69 | -5.41 | 15.32 |
| 2022 | -11.79 | -23.09 | -5.66 | 4.35 |
| 2021 | 0.10 | 11.04 | 0.14 | 8.85 |
| 2020 | -15.14 | 25.71 | 12.44 | 8.71 |
| 2019 | 15.59 | 5.02 | -0.61 | 8.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.54 | 44.32 | -33.22 | 21.17 | 30.40 | 31.32 | -0.66 | 24.66 | 6.60 | 8.81 | 12.82 |
| % Total Return Rel to Index | 2.24 | 18.07 | -15.02 | -7.50 | 12.00 | -0.16 | 3.72 | 2.87 | -5.33 | 7.42 | -0.81 |
| % Total Return Rel to Peer | 6.88 | 21.32 | -13.52 | -0.88 | 10.48 | 2.89 | 6.19 | 3.98 | -1.21 | 10.41 | 4.62 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 6.36 | 3.73 | 8.10 | 3.71 | 2.43 | 1.55 | 1.79 | 0.68 | 0.95 | 2.00 |
| Expense Ratio | 0.00 | 1.35 | 1.34 | 1.31 | 1.31 | 1.33 | 1.35 | 1.38 | 1.37 | 1.39 | 1.59 |
* 1 = Top 20%, 5 = Bottom 20%