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ClearBridge Investments Mutual Funds List

Here you can find all mutual funds issued by ClearBridge Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
0.64%
Avg. 1 Year Return
0.76%
Avg. 5 Year Return
7.89%
Median Risk/Return Score
5 / 100
ClearBridge Investments Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
ClearBridge Large Cap Growth Fund Class ISLarge Cap Growth EquitiesMar 15, 20130.64%
0.10%
13.97%
9.46%
5

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best ClearBridge Investments Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
ClearBridge Large Cap Growth Fund Class IS
5
Mar 2013

Best-Performing ClearBridge Investments Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
ClearBridge Large Cap Growth Fund Class IS
7.89%
Mar 2013

Lowest-Cost ClearBridge Investments Mutual funds


SymbolNameExpense RatioAUMInception
ClearBridge Large Cap Growth Fund Class IS0.64%Mar 2013

Highest-Yield ClearBridge Investments Mutual funds


SymbolNameDividend YieldAUMInception
ClearBridge Large Cap Growth Fund Class IS9.46%Mar 2013

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