Legg Mason Partners Large Cap Growth Fund

Investment Objective1

The Fund seeks long-term growth of capital.

Investment Strategy

The Fund normally invests at least 80% of the value of its net assets in equity securities or other investments with similar economic characteristics of companies with large market capitalizations. The manager attempts to identify established companies which are dominant in their industries due to product, distribution or service strength. Many of these companies are household names and are strategically positioned for growth in the U.S. and overseas.

Selection strategy

The portfolio manager emphasizes individual security selection while diversifying the Fund's investments across industries which may help to reduce risk. To identify large-cap companies with the highest growth potential, the portfolio manager considers such factors as the company's management, financials and competitive market position.

Investment Risks

Keep in mind that common stocks are subject to market fluctuations. Diversification does not assure against market loss. The Fund may sell securities short. Unlike the possible loss on a security that is purchased, there is no limit on the amount of loss on an appreciating security that is sold short.

Investment Management

Managed by ClearBridge Advisors

  • Established in 2006 with a heritage of over 43 years of asset management experience, offering actively managed U.S. equity products in a wide range of capitalizations and styles that share a focus on research-driven fundamental investing.
  • This Fund has been managed since its inception in 1997 by Alan Blake, who has over 32 years of investment industry experience.

Lipper Rankings

Category: Large-Cap Growth Funds

Rankings Details >

Symbols

CLASSNASDAQCUSIP
ASBLGX52469H826
BSBLBX52469H818
CSLCCX52469H792
FILMPGX52469H685
ISBLYX52469H784
RLMPLX52469H693



Morningstar ratings are only shown for those funds that have achieved a 4 or 5 star rating.

1There is no guarantee that the Fund’s objective will be met.

Information on Sales Charges, Breakpoints, Sales Charge Waivers and Exchanges
Click here for more information about:
Class A shares:
- what are the front-end sales loads charged on the purchase of Class A shares
- how to qualify for reduced sales charges or breakpoints
- what kinds of accounts can be combined to qualify for reduced sales charges
- what waivers of front-end sales charges are available
Class B shares:
- what are the contingent deferred sales charges payable upon redemption
- what waivers of deferred sales charges are available
Class C shares:
- what are the contingent deferred sales charges payable upon redemption
- what waivers of deferred sales charges are available
Exchange privileges:
- which funds are exchangeable
- what conditions are applicable
Other share classes may be available for which sales charges, breakpoints, sales charge waivers and exchanges may differ. Please speak to a financial professional or click on the link above.
 
Exchange Privileges: Many mutual funds that charge front-end sales loads offer a discount on the sales loads for a large investment. The investment levels required to obtain a reduced sales load are commonly referred to as "breakpoints." Typically, you may be entitled to a lower front-end load based on a single transaction if the dollar amount exceeds one or more breakpoints. In addition, some funds offer discounts based on purchases made over time, under a right of accumulation or letter of intent. The criteria for breakpoints for each mutual fund are set out in the fund prospectus and statements of additional information. FINRA issued an Investor Alert to ensure that investors better understand how breakpoints work and what you may need to know to make sure that, should you purchase shares eligible for breakpoints, you are charged the lowest possible front-end sales charge. Visit the FINRA Website to read the FINRA Investor Alert.

Diversification does not assure against market risk.

INVESTMENT PRODUCTS: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

All investments involve risk, including possible loss of principal.

Investors should consider a fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a fund. To obtain a free prospectus, please view the product specific page on this website and click on the prospectus link. An investor should read the prospectus carefully before investing.

All investment managers mentioned are subsidiaries of Legg Mason, Inc. Legg Mason Investor Services, LLC, is a subsidiary of Legg Mason, Inc.

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