LMPFX – ClearBridge Growth FI Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25% of its net assets (at the time of investment) in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LMPFX	ClearBridge Growth Fund Class FI	No Load	Open			Apr 30, 2007	$886,899.00	1.130%	Above Average	$0	−$129,400.72
SAGYX	ClearBridge Growth Fund Class I	Institutional	Open			Jan 30, 1996	$239.13M	0.840%	Average	$1M	−$47.89M
LSIFX	ClearBridge Growth Fund Class IS	Institutional	Open			Aug 4, 2008	$48.36M	0.740%	Below Average	$0	−$17.79M
SHRAX	ClearBridge Growth Fund Class A	Front Load	Open			Oct 24, 1983	$3.73B	1.130%	Average	$1,000	−$401.43M
SAGCX	ClearBridge Growth Fund Class C	Level Load	Open			May 13, 1993	$16.90M	1.860%	Average	$1,000	−$8.12M
LMPRX	ClearBridge Growth Fund Class R	Retirement, Medium	Open			Dec 28, 2006	$15.68M	1.450%	High	$0	−$2.46M

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