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ClearBridge Growth I (SAGYX)

130.07 -1.10 (-0.84%)
At close: 8:07:18 PM EST
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  • Previous Close 131.17
  • YTD Return 2.59%
  • Expense Ratio 0.84%
  • Category Mid-Cap Growth
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 4B
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.46
  • Inception Date Jan 30, 1996

The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25% of its net assets (at the time of investment) in foreign securities.

Franklin Templeton, Inc

Fund Family

Mid-Cap Growth

Fund Category

4B

Net Assets

1996-01-30

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Mid-Cap Growth.

YTD Return

SAGYX
2.59%
Category
10.80%

1-Year Return

SAGYX
0.79%
Category
48.17%

3-Year Return

SAGYX
14.87%
Category
21.26%

5-Year Return

SAGYX
4.55%
Category
20.18%

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