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Clearbridge Large Cap Growth Fd Cl C: (MF: SLCCX)
(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET
$40.38 USD
+0.34 (0.85%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.03 | 22 |
| 3 months | 9.91 | 18 |
| 6 months | 12.38 | 47 |
| 1 Year | 24.61 | 17 |
| 3 Year | 6.21 | 49 |
| 5 Year | 13.27 | 36 |
| 10 Year | 13.36 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 87.77 |
| Bear Market (10/07 - 2/09) | -46.50 |
| Bull Market (2/09 - 3/21) | 862.56 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 26.43 |
| 5 Year | 13.67 |
| 10 Year | 13.29 |
| Since Inception | 9.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.98 | 3.82 | NA | NA |
| 2023 | 16.23 | 13.61 | -5.52 | 15.23 |
| 2022 | -11.88 | -23.17 | -5.75 | 4.21 |
| 2021 | -0.02 | 10.94 | 0.03 | 8.76 |
| 2020 | -15.22 | 25.61 | 12.31 | 8.62 |
| 2019 | 15.46 | 4.92 | -0.72 | 8.73 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.03 | 43.76 | -33.50 | 20.69 | 29.93 | 30.78 | -1.03 | 24.13 | 6.07 | 8.32 | 12.40 |
| % Total Return Rel to Index | 0.32 | 17.52 | -15.29 | -7.98 | 11.53 | -0.70 | 3.36 | 2.33 | -5.86 | 6.93 | -1.24 |
| % Total Return Rel to Peer | 4.35 | 20.76 | -13.80 | -1.36 | 10.01 | 2.35 | 5.82 | 3.45 | -1.74 | 9.92 | 4.19 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 3.00 | 1.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 6.36 | 3.73 | 8.10 | 3.71 | 2.43 | 1.56 | 1.79 | 0.68 | 0.95 | 2.00 |
| Expense Ratio | 1.73 | 1.74 | 1.73 | 1.71 | 1.71 | 1.72 | 1.73 | 1.81 | 1.82 | 1.87 | 2.00 |
* 1 = Top 20%, 5 = Bottom 20%