SBLGX Mutual Fund

SBLGX Mutual Fund

NAV$64.10
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Fund Essentials - as of Aug 31, 2026

Net Assets
$3.6B
Expense Ratio
1.01%
Dividend Yield (Current)
-
Holdings
46
Inception Date
Aug 29, 1997
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+8.36%
1 Year+7.17%
3 Year+13.33%
5 Year+5.76%
10 Year+13.11%

Asset Allocation

Stocks: 99.48%
Cash: 0.52%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp15.23%
AAPLApple, Inc6.95%
GOOGLAlphabet Inc6.91%
METAMeta Platforms Inc5.07%
VVisa Inc Class A4.87%
Top 10 Concentration: 55.89%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$8.10
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SBLGX Mutual Fund Overview

SBLGX Mutual Fund (Clearbridge Large Cap Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $3.63B in net assets. SBLGX expense ratio is 1.01%, holding 46 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1997-08-29.

SBLGX performance shows a YTD return of 8.36%. The 1-year return is 7.17% and the 5-year return is 5.76%.

SBLGX top holdings include Nvidia Corp (15.2%), Apple, Inc (7.0%), Alphabet Inc (6.9%), Meta Platforms Inc (5.1%), Visa Inc Class A (4.9%). Go to all SBLGX holdings, SBLGX sectors, or SBLGX dividends.

SBLGX can be compared against other funds. Use SBLGX overlap to find shared positions, or SBLGX vs another fund for a side-by-side view. SBLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.