ClearBridge Mutual Funds List
Here you can find all mutual funds issued by ClearBridge and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 0.79%
- Avg. 1 Year Return
- 15.45%
- Avg. 5 Year Return
- 8.03%
- Median Risk/Return Score
- 43 / 100
ClearBridge Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ClearBridge Large Cap Growth Fund Class IS | Large Cap Growth Equities | Mar 15, 2013 | 0.64% | 1.31% | 14.10% | 9.35% | 6 |
Explore top ClearBridge Mutual Fund Categories and Asset Classes
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.
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5 Years
Best ClearBridge Mutual funds by Risk/Return Score
The top ClearBridge Mutual funds by PortfoliosLab Risk/Return Score are LGVAX (80) and SOPYX (64).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ClearBridge Value Fund Class A | 80 | — | Feb 2009 | |
| ClearBridge Dividend Strategy Fund Class I | 64 | — | Feb 1996 | |
| ClearBridge Small Cap Growth Fund Class IS | 22 | — | Aug 2008 | |
| ClearBridge Large Cap Growth Fund Class IS | 6 | — | Mar 2013 |
Best-Performing ClearBridge Mutual funds Over 5 Years
The top ClearBridge Mutual funds is LGVAX (11.39%).
Across the lineup, ClearBridge Mutual funds show an average 1-year return of 15.45% and an average 5-year return of 8.03%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ClearBridge Value Fund Class A | 11.39% | — | Feb 2009 | |
| ClearBridge Dividend Strategy Fund Class I | 10.81% | — | Feb 1996 | |
| ClearBridge Large Cap Growth Fund Class IS | 8.30% | — | Mar 2013 | |
| ClearBridge Small Cap Growth Fund Class IS | 1.63% | — | Aug 2008 |
Lowest-Cost ClearBridge Mutual funds
The top ClearBridge Mutual funds is LSITX (0.64%).
With an average expense ratio of 0.79%, ClearBridge Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| ClearBridge Large Cap Growth Fund Class IS | 0.64% | — | Mar 2013 | |
| ClearBridge Dividend Strategy Fund Class I | 0.73% | — | Feb 1996 | |
| ClearBridge Small Cap Growth Fund Class IS | 0.78% | — | Aug 2008 | |
| ClearBridge Value Fund Class A | 1.01% | — | Feb 2009 |
Highest-Yield ClearBridge Mutual funds
The top ClearBridge Mutual funds is LMOIX (15.13%).
Across the lineup, ClearBridge Mutual funds show an average dividend yield of 11.35%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| ClearBridge Small Cap Growth Fund Class IS | 15.13% | — | Aug 2008 | |
| ClearBridge Dividend Strategy Fund Class I | 11.47% | — | Feb 1996 | |
| ClearBridge Value Fund Class A | 9.47% | — | Feb 2009 | |
| ClearBridge Large Cap Growth Fund Class IS | 9.35% | — | Mar 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.