LSITX

Active

ClearBridge Large Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.64%
Annual Cost per $10K
$64.00
30-Year Fee Drag per $10K
$12,538
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+12.36%

Asset Allocation

US Equity
92%
Intl Equity
7%
Cash
1%

Fee Comparison

LSITX
0.64%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

40% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+85.86%3Y
Compare to

Fee Impact Calculator

$
%
LSITX at 0.64%$317,921
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$62,691
Cost vs index fund−$59,503

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
LSITXClearBridge Large Cap Growth Fund0.64%
FCNKXFidelity Contrafund0.56%
AWSHXWashington Mutual Investors Fund0.31%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
MFEKXMFS Growth Fund0.49%
AFMFXAmerican Mutual Fund0.57%
FGCKXFidelity Growth Company Fund0.45%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
AMCFXAMCAP Fund0.43%
VPMAXVANGUARD PRIMECAP FUND0.31%
OIEFXJPMorgan Equity Income Fund0.95%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
FMAEXFidelity Magellan Fund0.62%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
FLCNXFidelity Contrafund K60.45%
JMUEXJPMorgan U.S. Equity Fund0.94%
IWDiShares Russell 1000 Value ETF0.18%
MEIAXMFS Value Fund0.79%
FRISXFranklin Rising Dividends Fund0.52%
JVMAXDisciplined Value Mid Cap Fund0.74%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
LCMMXClearBridge Large Cap Growth Fund0.68%
HNACXHarbor Capital Appreciation Fund0.59%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
CDIRXColumbia Dividend Income Fund1.15%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
FDTRXFranklin Dynatech Fund0.45%
JHQAXJPMorgan Hedged Equity Fund0.82%
GETGXVictory Sycamore Established Value Fund0.89%
FGKFXFidelity Growth Company K6 Fund0.45%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
OAZMXOakmark Fund0.63%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
COWZPacer US Cash Cows 100 ETF0.49%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
FOCKXFidelity OTC Portfolio1.05%
CCIFXColumbia Seligman Technology and Information Fund0.91%
PRBLXParnassus Core Equity Fund0.82%
BBGLXBridge Builder Large Cap Growth Fund0.19%
VWNEXVANGUARD WINDSOR FUND0.26%
VAFAXInvesco American Franchise Fund0.93%
USMViShares MSCI USA Min Vol Factor ETF0.15%
JGACXJPMorgan Growth Advantage Fund0.99%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
PBCJXBlue Chip Fund0.92%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
XLIThe Industrial Select Sector SPDR Fund0.08%
FTCSFirst Trust Capital Strength ETF0.52%
TRZQXT. Rowe Price Equity Income Fund0.53%
LGLOXLord Abbett Growth Leaders Fund0.59%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
FSCSXSelect Software and IT Services Portfolio0.62%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
PFFiShares Preferred and Income Securities ETF0.45%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
LMESXClearBridge Appreciation Fund0.56%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
MPGFXMairs & Power Growth Fund0.62%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
PGORXPutnam Large Cap Growth Fund0.93%
FTRNXFidelity Trend Fund0.59%
FOPPXFranklin Growth Opportunities Fund0.58%
MOATVanEck Morningstar Wide Moat ETF0.47%
IWSiShares Russell Mid-Cap Value ETF0.23%
CEYRXCalvert Equity Fund0.58%
DAGVXBNY Mellon Dynamic Value Fund0.93%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
ACILXHeritage Fund0.65%
DFUVDimensional U.S. Marketwide Value ETF0.21%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
FDSSXFidelity Stock Selector Fund0.49%
JGAQXJPMorgan Value Advantage Fund0.99%
CHFTXInvesco Charter Fund0.68%
DLCZXDestinations Large Cap Equity Fund0.81%
ILGRXMacquarie Large Cap Growth Fund0.89%
FUFRXFranklin Utilities Fund0.50%
LMOIXClearBridge Small Cap Growth Fund0.78%
ADECXColumbia Intrinsic Value Fund0.72%
XFBRXVIP Mid Cap Portfolio0.82%
QVG2QVIP Growth Portfolio0.66%
PGXInvesco Preferred ETF0.50%
JGAVXJPMorgan U.S. Value Fund0.94%
JLCNXFundamental Large Cap Core Fund0.65%
MRERXMFS Core Equity Fund0.88%
CSMUXCarillon Scout Mid Cap Fund0.85%
IHIiShares U.S. Medical Devices ETF0.38%
TILGXNuveen Large Cap Growth Fund0.41%
MFRKXMFS Research Fund0.46%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
SPGPInvesco S&P 500 GARP ETF0.36%

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