ClearBridge Growth Fund
Legg Mason Partners Investment Trust · 6 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
ClearBridge Growth Fund is an actively managed U.S. equity fund. 49% of SHRAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 88% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2025 Q4
The fund seeks capital appreciation.
The fund invests in common stocks of companies expected to achieve earnings growth above the S&P 500 average, with a focus on small to medium capitalization companies where higher growth rates are typically found, though it may also hold large-cap stocks. The fund may allocate up to 25% of net assets to foreign securities. Because the fund's returns depend on the portfolio managers' selection of individual securities, performance will diverge from any benchmark based on the accuracy of those picks.
| Share class | Expense ratio |
|---|---|
| SHRAX | 1.13% |
| SAGCX | 1.86% |
| SAGYX | 0.84% |
| LMPRX | 1.45% |
| LMPFX | 1.13% |
| LSIFX | 0.74% |
Portfolio turnover 26.00% · as of 2025 Q4
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 98.11% |
| Cash & short-term | 1.99% |
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 21.5% |
| Industrials | 20.2% |
| Consumer Discretionary | 13.3% |
| Health Care | 10.9% |
| 7 smaller | 34.1% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +15.38% | +45.08% | +14.13% | 14.94% | -12.08% | |
| +14.55% | +41.96% | +10.11% | 14.94% | -12.18% | |
| +15.69% | +46.36% | +15.82% | 14.95% | -12.03% | |
| +14.98% | +43.75% | +12.33% | 14.92% | -12.13% | |
| +15.33% | +45.17% | +13.95% | 14.96% | -12.08% | |
| +15.80% | +46.74% | +16.39% | 14.94% | -12.02% |
These classes hold the same portfolio, so the 6.28pp spread over 5 years is the cost difference between them — roughly 1.26pp a year — not a difference in what they own.
May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| AVGO | BROADCOM INCAVGO | 6.20% | $446.77 | $260.09M | 582.2K |
| VRT | VERTIV HOLDINGS COMPANYVRT | 5.74% | $315.71 | $240.76M | 762.6K |
| VRTX | VERTEX PHARMACEUTICALS INCVRTX | 4.50% | $447.54 | $188.94M | 422.2K |
| — | TE CONNECTIVITY PLC | 4.14% | $213.41 | $173.83M | 814.6K |
| CRWD | CROWDSTRIKE HOLDINGS INCCRWD | 4.07% | $731.00 | $170.63M | 233.4K |
| TJX | TJX COMPANIES INC (THE)TJX | 3.85% | $154.75 | $161.52M | 1.0M |
| MSGS | MADISON SQUARE GARDEN SPORTS CORPMSGS | 3.66% | $374.29 | $153.35M | 409.7K |
| — | JOHNSON CONTROLS INTERNATIONAL PLC | 3.43% | $134.06 | $144.00M | 1.1M |
| HLT | HILTON WORLDWIDE HOLDINGS INCHLT | 3.37% | $327.66 | $141.39M | 431.5K |
| LHX | L3HARRIS TECHNOLOGIES INCLHX | 3.27% | $315.18 | $137.00M | 434.7K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-05-29 — not a live quote, and not what the fund paid.
Top 10 positions are 42.23% of net assets, top 25 73.01%, across 52 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
Sign in free