ClearBridge Large Cap Growth IS

LSITX · NASDAQ

Market closed$75.26$-1.41 (-1.84%)

Key statistics

Previous close$76.67

Open$75.26

Day high$75.26

Day low$75.26

52-week high$84.54

52-week low$64.96

Market cap9.74B

Volume—

Average volume—

P/E ratio31.57

Forward P/E—

EPS2.38

Dividend yield0.00%

What is happening

Recent company-specific developments and publisher coverage.

July 15, 2026ClearBridge Large Cap Growth IS closed up 1.51%, buoyed by a broadly bullish backdrop for financial services and large-cap growth assets. BlackRock reported record Q2 2026 results with AUM surpassing $15 trillion for the first time and $192 billion in quarterly inflows, lifting sentiment across asset managers. Meanwhile, a cooler-than-expected June CPI reading and blowout Wall Street bank earnings — Goldman Sachs, Morgan Stanley, and Citigroup all posted record or near-record quarters — reinforced the constructive environment for growth-oriented funds. Natixis strategists note that 82% of surveyed managers prefer growth over value heading into H2 2026, with AI and large-cap US equities seen as the primary return drivers.

1.5074

July 14, 2026ClearBridge Large Cap Growth IS edged modestly lower after hours, closing the regular session slightly down amid a complex macro backdrop. The financial services sector faced headwinds from Morningstar's assessment that financials underperformed the broader market in Q2, weighed by concerns over AI disruption and private credit stress. Offsetting this, Wall Street banks delivered strong Q2 earnings — JPMorgan, Goldman Sachs, Wells Fargo, and Bank of America all beat estimates, lifted by a surge in investment banking and trading revenues — providing a supportive backdrop for asset managers exposed to capital markets activity.

-0.4918

July 8, 2026ClearBridge Large Cap Growth IS (LSITX) closed modestly lower amid a broad risk-off session driven by escalating U.S.-Iran tensions, which sent oil prices surging over 5% after President Trump declared an interim peace deal 'over.' The financial services sector faced additional headwinds as Q2 bank earnings season approaches, with UBS flagging peak banking optimism and potential deposit cost pressures—while large-cap growth equities were pressured by rising Treasury yields and a tech selloff that dragged the Nasdaq down on the day.

-0.9519

July 1, 2026ClearBridge Large Cap Growth IS (LSITX) gained on the first trading day of Q3 2026, buoyed by a broader market rebound after the S&P 500 and Nasdaq posted their best quarter since 2020 — up 14.9% and 21.4% respectively. The fund, which focuses on large-cap growth equities, benefited from continued AI-driven momentum and a constructive backdrop in financial services, where the Zacks Finance sector soared 10.9% in Q2. Despite early session headwinds from a weaker-than-expected ADP jobs report (98K vs. 118K forecast) and a hawkish Fed signal from Chair Kevin Warsh, the fund closed higher as large-cap growth names recovered into the session close.

1.6365

June 30, 2026ClearBridge Large Cap Growth IS advanced on the final trading session of the first half, benefiting from a broad market rebound as the S&P 500 heads for its best quarterly performance in years. Sentiment improved after U.S.-Iran ceasefire talks progressed, with a U.S. envoy traveling to Qatar for negotiations, easing geopolitical fears that had sent the Nasdaq down roughly 6% in June. The fund's large-cap growth mandate also got a lift from recovering tech stocks, following last week's sharp selloff driven by AI spending sustainability concerns — though inflation running at 4.1% and a more hawkish Fed under Chair Kevin Warsh remain key risks for growth-oriented strategies.

1.7609

June 29, 2026ClearBridge Large Cap Growth IS gained over 2% as risk sentiment improved broadly after the U.S. and Iran agreed to halt tit-for-tat military strikes in the Strait of Hormuz, sparking a tech-led rally with Nasdaq 100 futures surging over 1%. The fund's large-cap growth and tech-heavy mandate benefited from the rebound, even as Apollo Global Management cautioned that the 'Magnificent Seven' investment thesis is losing fundamental support amid declining free cash flow and narrowing earnings growth advantages versus the broader S&P 500.

2.0534

June 25, 2026ClearBridge Large Cap Growth IS (LSITX) is trading essentially flat amid a market rebound following Tuesday's sharp tech-led selloff, where the Nasdaq slid 2.2% and the Philadelphia Semiconductor Index fell nearly 8% on AI valuation concerns and crowded positioning. Sentiment has partially recovered after Micron's blowout earnings—posting a 15-fold profit surge—boosted confidence in AI infrastructure demand, helping lift broader equity futures. The XLF financial sector ETF is trading modestly higher, while the S&P 500 has bounced off earlier lows, providing a stabilizing backdrop for large-cap growth-oriented funds like LSITX.

-0.0408

June 24, 2026ClearBridge Large Cap Growth IS declined nearly 2%, underperforming a broadly challenged market as a two-day tech-led selloff weighed heavily on large-cap growth-oriented funds. The Nasdaq dropped another 2.2% on Tuesday as investors questioned whether AI spending can justify elevated valuations, putting major holdings like Nvidia, Alphabet, and Microsoft under significant pressure. Compounding the headwinds, BlackRock — a major peer in asset management — fell over 3% on the same risk-off sentiment, while the financial sector ETF (XLF) closed near session lows as rate-hike expectations intensified, with traders now pricing nearly a 90% probability of at least one Fed rate increase by year-end.

-1.9357

Seeking Alpha · July 17, 2026ClearBridge Large Cap Growth Fund Q2 2026 Commentary Seeking Alpha · November 28, 2025ClearBridge Large Cap Growth Portfolios Q3 2025 Commentary (Mutual Fund:SBLGX)

Peers

S&P 500SPX · $7,457.69-1.01%

Victory Sycamore Established Value Fund;RGETGX · $49.82-0.26%

Hartford Core Equity AHAIAX · $57.74-1.08%

Hartford Core Equity Fund Class YHGIYX · $59.02-1.07%

Invesco Main Street Fund Class YMIGYX · $65.95-1.08%

Invesco Main Street Fund Class R6OMSIX · $65.95-1.08%

Principal Funds, Inc. Blue Chip Fund, Class APBLAX · $38.80-1.97%

Putnam Growth Opportunities Fund Y SharesPGOYX · $82.78-1.55%

T. Rowe Price Real Assets Fund, Inc.PRAFX · $19.210.00%

Victory Sycamore Established Value Fund Class IVEVIX · $51.08-0.25%

Victory Sycamore Established Value Fund Class R6VEVRX · $51.11-0.25%

Company profile

ClearBridge Large Cap Growth Fund Class IS (LSITX) is an actively managed open-end mutual fund launched on March 15, 2013, and offered under Franklin Templeton Investments, a subsidiary of ClearBridge Investments — an equity-focused asset management firm headquartered in New York City with approximately $193.3 billion in AUM. The fund dedicates at least 80% of its net assets to equity securities of large-capitalization U.S. companies, employing a high-conviction, low-turnover investment approach benchmarked against the Russell 1000 Growth Index, with a holdings range of 40–50 positions. With total strategy assets exceeding $12 billion and a net expense ratio of 0.64%, the fund's top holdings include industry leaders such as NVIDIA, Amazon, Microsoft, Meta Platforms, and Apple, with a significant concentration in the Technology, Communication Services, and Consumer Cyclical sectors. Managed by Margaret Vitrano and Erica Furfaro, the fund targets long-term capital growth by allocating across three types of growth companies — stable, select, and cyclical — with a patient, buy-and-hold philosophy that results in portfolio turnover well below its large-cap growth peers.

Symbol: LSITX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management - Global
Employees: 0
Country: US
IPO date: 2013-03-18
Website: franklintempleton.com

Analyst consensus

hold

0 ratings

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