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SBLGX

ClearBridge Large Cap Growth Fund

Actively managedEquityOpen-end fund
Legg Mason Partners Investment Trust: SBLGX · SLCCX · SBLYX · LMPLX · LSITX · LCMMXHoldings as of May 29, 2026Filed Jul 22, 2026

Actively managed U.S. stock fund

As of its 2026 Q2 report, ClearBridge Large Cap Growth Fund held 42 positions with $10.52B in net assets. Its ten largest holdings made up 57.3% of the fund. The SBLGX share class costs 1.01% a year. Over the 12 months to May 2026, SBLGX returned 14.0%, with dividends reinvested. In 2026 Q2 it added 3 new positions and exited 3.

2026 Q2 holdings and allocationChanges are against the previous quarter, 2026 Q1Headline fees and returns use the SBLGX share class
Expense ratio · SBLGX
1.01%
$101 a year for every $10,000 invested
0.64% – 1.73% across the 6 classes
$10.52B
The whole fund, all share classes
42 holdings
57.3%in the top 10
Weight held in the ten largest holdings
Top 25 hold 85.8%
Return, 1 year · SBLGX
+14.0%
With dividends, to May 2026
3 yr total +71.9% · 5 yr total +61.1%
What this fund is
Objective, as filed

The fund seeks long-term capital growth.

Strategy, summarised

The fund invests at least 80% of its assets in large-capitalization U.S. equity securities, selecting companies the portfolio managers believe are industry leaders with strong growth potential based on detailed analysis of management, strategy, and competitive position. The fund may also hold up to 20% in foreign securities. Because returns depend on the portfolio managers' security selection decisions, the fund's performance will diverge from any broad market index.

What you own

per cent of the fund
CompanyWeightValue
15.03%
$1.58B
6.61%
$695.52M
5.78%
$607.86M
5.58%
$586.85M
5.46%
$574.11M
5.10%
$536.83M
4.05%
$425.94M
3.60%
$378.72M
3.14%
$330.78M
3.00%
$315.92M
Showing 1–10 of 42 · the top 10 are 57.33% of the fund, the top 25 are 85.76%

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.

All 42 holdings, with the share counts as filed, open with a free account.

What the fund is made of

Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.

100.91%
of net assets
Stocks99.69%
Cash & short-term1.21%

By sector

Information Technology
44.0%
Communication Services
14.8%
International
10.3%
Consumer Discretionary
9.7%
6 other sectors
21.2%

How it has done

Total return, dividends reinvested · to May 2026

SBLGX share class · total returns with dividends reinvested

1 year
+13.99%
3 years
+71.86%
Cumulative, not per year
5 years
+61.14%
Cumulative, not per year
Largest decline in 3 years
-12.90%
From a previous high to a later low
Cumulative return, last three years· Jun 2023 – May 2026

Volatility over the last 12 months: 15.72%. Past returns are a record, not a forecast.

The 6 share classes hold the same portfolio

Share classExpense ratio1 year3 years5 yearsWorst fall
1.01%+13.99%+71.86%+61.14%-12.90%
1.73%+13.16%+68.16%+55.55%-13.15%
0.73%+14.27%+73.24%+63.44%-12.81%
1.33%+13.62%+70.11%+58.58%-13.04%
0.64%+14.40%+73.79%+64.23%-12.77%
0.68%+14.37%+73.56%+63.94%-12.79%

These classes hold the same portfolio, so the 8.69pp spread over 5 years is the cost difference between them — roughly 1.74pp a year — not a difference in what they own.

Fees & fund details

ClearBridge Large Cap Growth Fund is an actively managed U.S. equity fund. 33% of SBLGX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 90% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Expense ratio, by class
0.64% – 1.73%· SBLGX 1.01%
Portfolio turnover
22.00% a year · as of 2026 Q1

Turnover is how much of the portfolio was replaced in a year.

Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.

What changed this quarter

2026 Q2 vs 2026 Q1

Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.

Connected research

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