ClearBridge Large Cap Growth IS (LSITX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.20: the stock has moved about 20% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerClearBridge Large Cap Growth IS (LSITX) trades at $79.70. ClearBridge Large Cap Growth IS is a financial services company focused on asset management. The fund primarily invests in equity securities of large-cap U.S. companies, aiming for long-term growth. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for LSITX: LSITX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
ClearBridge Large Cap Growth IS (LSITX) Financial Services Profile
ClearBridge Large Cap Growth IS operates within the asset management sector, focusing on large-cap U.S. equities. The fund seeks to achieve long-term growth by investing at least 80% of its assets in companies with significant market capitalizations, offering investors exposure to established U.S. businesses.
What Is the Investment Thesis for LSITX?
ClearBridge Large Cap Growth IS presents a focused investment strategy targeting long-term capital appreciation through exposure to large-cap U.S. equities. The fund's commitment to allocating at least 80% of its assets to companies with significant market capitalizations provides a degree of stability, while still participating in the growth potential of established businesses. With a beta of 1.20, the fund exhibits moderate volatility relative to the broader market. Key value drivers include the fund's ability to identify and invest in companies with strong fundamentals and sustainable competitive advantages. Growth catalysts involve the continued expansion of the U.S. economy and the ability of large-cap companies to innovate and adapt to changing market conditions. A potential risk factor is the fund's concentration in U.S. equities, which could be susceptible to economic downturns or market corrections within the United States.
Based on FMP financials and quantitative analysis
LSITX Key Highlights
Market Cap of $10.64B indicates substantial size and influence within the asset management industry.
- Beta of 1.20 suggests moderate volatility compared to the overall market.
- The fund invests at least 80% of its net assets in equity securities of U.S. companies with large market capitalizations, focusing on established businesses.
- ClearBridge Large Cap Growth IS aims for long-term growth by investing in companies with strong fundamentals.
- The fund's investment decisions are guided by in-depth research and analysis.
Who Are LSITX's Competitors?
LSITX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| GETGX Victory Sycamore Established Value Fund Class R | $47.59 | +0.66% | $14.7B | — |
| HAIAX Hartford Core Equity Fund Class A | $59.45 | +0.68% | $11.8B | — |
| HGIYX Hartford Core Equity Fund Class Y | $60.80 | +0.68% | $11.6B | — |
| MIGYX Invesco Main Street Fund Class Y | $68.72 | +0.75% | $11.8B | — |
| OMSIX Invesco Main Street Fund Class R6 | $68.23 | +0.84% | $11.7B | — |
| APO Apollo Global Management, Inc. | $115.35 | +1.17% | $66.4B | 55 5-pillar |
| ALTI AlTi Global, Inc. | $2.88 | -1.20% | $427M | — |
| GROW U.S. Global Investors, Inc. | $2.94 | +2.80% | $37.3M | 57 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LSITX's Key Strengths?
Focus on large-cap U.S. equities provides stability.
- Experienced investment management team.
- Established brand reputation.
- Disciplined investment process.
What Are LSITX's Weaknesses?
Concentration in U.S. equities limits diversification.
- Vulnerability to market downturns.
- Dependence on investment performance to attract and retain assets.
- Lack of dividend yield may deter some investors.
What Are the Key Risks for LSITX?
Economic downturns or market corrections in the U.S.
- Changes in investor sentiment.
- Increased competition from other asset managers.
- Regulatory changes.
- Dependence on key personnel.
What Are LSITX's Competitive Advantages?
- Established brand reputation and track record.
- Experienced investment management team.
- Access to proprietary research and analysis.
- Scale and efficiency in managing large portfolios.
What Does LSITX Do?
ClearBridge Large Cap Growth IS is an investment fund that concentrates on generating long-term growth by investing in large-capitalization U.S. companies. The fund operates under the premise of allocating at least 80% of its net assets, along with any borrowings used for investment purposes, into equity securities or similar investments that mirror the economic characteristics of these large-cap U.S. entities. This strategy reflects a commitment to participating in the growth potential of established and substantial businesses within the U.S. economy. The fund's investment approach is designed to provide investors with exposure to a diversified portfolio of leading companies across various sectors. By focusing on large-cap stocks, ClearBridge Large Cap Growth IS aims to capture the stability and growth associated with mature, well-established businesses. The fund's investment decisions are guided by in-depth research and analysis, seeking to identify companies with strong fundamentals, sustainable competitive advantages, and the potential for long-term value creation. The fund's investment strategy is geared towards investors seeking capital appreciation over the long term, with a focus on U.S. large-cap equities. ClearBridge Large Cap Growth IS offers a vehicle for investors to access a professionally managed portfolio of leading U.S. companies, potentially benefiting from their growth and profitability.
What Products and Services Does LSITX Offer?
- Invests primarily in equity securities of large-cap U.S. companies.
- Aims for long-term growth of capital.
- Allocates at least 80% of net assets to large-cap U.S. equities.
- Conducts in-depth research and analysis to identify promising investments.
- Manages a diversified portfolio of leading U.S. companies.
- Provides investors with access to professionally managed investments.
How Does LSITX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is driven by investment performance and net inflows from investors.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does LSITX Operate In?
ClearBridge Large Cap Growth IS operates within the global asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other asset managers, including GETGX, HAIAX, HGIYX, MIGYX, and OMSIX, all vying for investor capital. The asset management industry is experiencing growth driven by increasing wealth, aging populations, and the growing demand for investment products and services. ClearBridge Large Cap Growth IS's focus on large-cap U.S. equities positions it within a specific segment of this broader market.
Who Are LSITX's Key Customers?
- Individual investors seeking long-term growth.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and wealth managers.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved +2.1%.
LSITX Financials
Bull Case vs Bear Case
Bull Case
- Focus on large-cap U.S. equities provides stability.
- Experienced investment management team.
- Established brand reputation.
- Disciplined investment process.
Bear Case
- Concentration in U.S. equities limits diversification.
- Vulnerability to market downturns.
- Dependence on investment performance to attract and retain assets.
- Lack of dividend yield may deter some investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
LSITX Latest News
No recent news available for LSITX.
LSITX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LSITX.
Price Targets
Wall Street price target analysis for LSITX.
LSITX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LSITX; grades run from A+ (80-100) to F (below 30).
Common Questions About LSITX (Financials)
What are the main risks for LSITX?
The main risks for ClearBridge Large Cap Growth IS include economic downturns or market corrections in the U.S., which could negatively impact the value of its investments. Regulatory changes and dependence on key personnel could also affect the fund's performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is limited to market cap and beta.