Nasdaq - Delayed Quote
USD
ClearBridge Growth I (SAGYX)
130.07
-1.10
(-0.84%)
At close: 8:07:18 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.57% |
|---|---|
| 5y Average Return | 3.93% |
| Number of Years Up | 23 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 29, 2026) | 45.12% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 45.12% |
| Worst 3Y Total Return | -1.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SAGYX
Category
- YTD
- 2.59%
- 10.80%
- 1-Month
- -1.60%
- 4.43%
- 3-Month
- -1.18%
- 7.00%
- 1-Year
- 0.79%
- 48.17%
- 3-Year
- 14.87%
- 21.26%
- 5-Year
- 4.55%
- 20.18%
- 10-Year
- 7.61%
- 14.07%
- Last Bull Market
- 18.46%
- 27.14%
- Last Bear Market
- -19.22%
- -21.26%
Annual Total Return (%) History
Year
SAGYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-7.10% | 11.75% | -1.18% | -- |
|
2025
|
-7.66% | 18.77% | 5.54% | -1.76% |
|
2024
|
4.15% | 1.92% | 2.45% | 3.42% |
|
2023
|
7.37% | 5.75% | -5.43% | 15.51% |
|
2022
|
-8.64% | -19.22% | -2.01% | 3.34% |
|
2021
|
5.82% | 6.05% | -6.14% | 2.69% |
|
2020
|
-19.38% | 17.40% | 6.69% | 18.69% |
|
2019
|
10.91% | 1.89% | -1.45% | 11.85% |
|
2018
|
0.45% | 5.59% | 4.52% | -16.71% |
|
2017
|
8.48% | -0.23% | 2.55% | 3.28% |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 39 |
|---|---|
| 3-Month | 11 |
| 1-Year | 62 |
| 3-Year | 44 |
| 5-Year | 33 |
Load Adjusted Returns
| 1-Year | 0.79% |
| 3-Year | 14.87% |
|---|---|
| 5-Year | 4.55% |
| 10-Year | 7.61% |
Performance & Risk
| YTD Return | 3.57% |
| 5y Average Return | 3.93% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Franklin Templeton, Inc |
| Net Assets | 4B |
| YTD Return | 2.59% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 30, 1996 |
Fund Summary
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.
