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Clearbridge Growth Fund Class C: (MF: SAGCX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:49 PM ET
$121.96 USD
+3.74 (3.16%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.56 | 58 |
| 3 months | -2.01 | 91 |
| 6 months | 3.16 | 81 |
| 1 Year | 12.56 | 58 |
| 3 Year | 15.44 | 74 |
| 5 Year | 4.03 | 84 |
| 10 Year | 6.85 | 86 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.17 |
| Bear Market (10/07 - 2/09) | -52.26 |
| Bull Market (2/09 - 3/21) | 572.66 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 11.43 |
| 5 Year | 4.03 |
| 10 Year | 6.85 |
| Since Inception | 9.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.88 | 18.44 | 5.29 | -2.01 |
| 2024 | 3.88 | 1.67 | 2.19 | 3.14 |
| 2023 | 7.10 | 5.47 | -5.66 | 15.21 |
| 2022 | -8.86 | -19.42 | -2.26 | 3.05 |
| 2021 | 5.55 | 5.78 | -6.37 | 2.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.56 | 11.32 | 22.77 | -26.03 | 7.08 | 18.65 | 23.29 | -8.58 | 13.47 | 4.96 |
| % Total Return Rel to Index | -5.65 | -13.69 | -3.47 | -7.83 | -21.59 | 0.24 | -8.19 | -4.18 | -8.32 | -6.96 |
| % Total Return Rel to Peer | 0.57 | -10.68 | -3.35 | -1.17 | -7.74 | -7.13 | -1.91 | -4.16 | -5.76 | 1.46 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 4.00 | 5.00 | 4.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 20.35 | 79.92 | 56.96 | 60.28 | 155.12 | 128.08 | 85.71 | 119.36 | 47.00 | 33.24 |
| Expense Ratio | 1.86 | 1.85 | 1.86 | 1.83 | 1.84 | 1.82 | 1.81 | 1.79 | 1.83 | 1.84 |
* 1 = Top 20%, 5 = Bottom 20%