ClearBridge Large Cap Growth Fund Class IS (LSITX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSITX
LSITX charges 0.64% annually. There are 103 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | LSITX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.70B | Dec 2017 | LSITX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LSITX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 378.80B | May 1998 | LSITX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | LSITX vs VRGWX |
Best Risk-Adjusted Alternatives to LSITX
LSITX has a PortfoliosLab risk / return rank of 5. There are 362 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 89 | 96.10B | Nov 1984 | LSITX vs VPMCX | |
| Davis New York Venture Fund Class Y | 89 | — | Feb 1969 | LSITX vs DNVYX | |
| Chase Growth Fund Institutional Class | 86 | — | Jan 2007 | LSITX vs CHAIX | |
| Chase Growth Fund | 86 | — | Dec 1997 | LSITX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 82 | 32.70B | Nov 2001 | LSITX vs VHCAX |
Top Performing LSITX Alternatives (YTD)
LSITX is at 0.10% YTD. There are 303 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.22% | — | Oct 2002 | LSITX vs IOLZX | |
| Chase Growth Fund | 24.24% | — | Dec 1997 | LSITX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.19% | — | Jan 2007 | LSITX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 22.02% | — | Feb 2017 | LSITX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.66% | 96.10B | Nov 1984 | LSITX vs VPMCX |
Lowest Volatility Alternatives to LSITX
LSITX has 16.39% 1-year volatility. There are 152 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.79% | — | Sep 2019 | LSITX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.87% | — | Jan 2005 | LSITX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.15% | — | Apr 2010 | LSITX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.28% | — | Dec 2015 | LSITX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.62% | — | Sep 2018 | LSITX vs GQEPX |
Lowest Drawdown Alternatives to LSITX
LSITX has a 1-year max drawdown of -16.81%. There are 295 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | LSITX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LSITX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LSITX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LSITX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LSITX vs DNVYX |
Compare LSITX with Any Fund or Stock
Compare LSITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSITX with funds that move differently
ClearBridge Large Cap Growth Fund Class IS alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSITX.
Explore LSITX Diversifiers