Leaving Franklin Templeton

Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences or damages arising from your use of this independent website.
Equity

ClearBridge All Cap Growth Portfolios

Year to Date Returns (Net)
6.57%
As of 09/30/2026
Year to Date Returns (Pure Gross)
8.95%

This feature is not available at your firm

Sign in to view documents

[products.skip-to-overview]

Overview

Product Facts

Strategy Description

ClearBridge All Cap Growth Portfolios (ACG) seeks long-term capital appreciation through investment in large-, mid- and small-capitalization stocks that have the potential for above average long-term earnings and/or cash flow growth.

Benchmark
Russell 3000 Growth Index
Inception Date
06/30/1996
Asset Class
Equity
Number of IssuersAs of 09/30/2026 (Updated Quarterly)
56

Average Annual Total Returns

View performance section for additional info As of 09/30/2026
  • 4.95%1 Year
  • 17.73%3 Years
  • 7.34%5 Years
  • 10.85%10 Years
  • 9.16%Since Inception
    06/30/1996

The strategy returns shown are preliminary composite returns, subject to future revision (downward or upward). Past performance is not a guarantee of future results. An investment in this strategy can lose value.  

Performance data represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares. Periods less than one year are not annualized. Performance results are for the composite which includes all actual, fully discretionary accounts with substantially similar investment policies and objectives managed to the composite's investment strategy. Composite returns are stated in U.S. dollars and assume reinvestment of any dividends, interest income, capital gains, or other earnings. The composite may include account(s) that are gross of fees and pure gross of fees. “Pure” gross-of-fee returns do not reflect the deduction of any expenses, including transaction costs. A traditional (or "true") gross-of-fee return reflects performance after the reduction of transaction costs but before the reduction of the investment advisory fee. The gross-of-fee return may include a blend of "true" gross-of-fee returns for non-wrap accounts and "pure” gross-of-fee returns for wrap accounts. Net-of-fee returns is reduced by a model “wrap fee” (3.0% is the maximum anticipated wrap fee for equity and balanced portfolios) which includes trading expenses as well as investment management, administrative and custodial fees. The model wrap fee used represents the highest anticipated wrap fee applicable to the strategy. Actual fees and account minimums may vary.  

For fee schedules, contact your financial professional, or if you enter into an agreement directly with Franklin Templeton Private Portfolio Group, LLC (“FTPPG”), refer to FTPPG’s Form ADV Part 2A disclosure document. Management and performance of individual accounts may vary for reasons that include the existence of different implementation practices and model requirements in different investment programs.   

To obtain specific information on available products and services or a GIPS® Report, contact your Franklin Templeton separately managed account sales team at (800) DIAL BEN/342-5236. ClearBridge Investments, LLC, Martin Currie, Royce Investment Partners, and Western Asset Management Company, LLC claim compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. 

Top Sectors

View portfolio section for additional info

As of 09/30/2026 % of Total (Updated Quarterly)

Information Technology51.36%
Communication Services13.74%
Industrials8.64%
Consumer Discretionary8.46%
Health Care6.75%

Manager and Commentary

About the Team

ClearBridge Investments

ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and income. ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world's largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.

Commentary Highlights

September 30, 2026
  • Markets:  U.S. equity leadership shifted in the third quarter as a selloff in higher-beta AI stocks and rising Treasury yields offset strong corporate earnings. The Russell 3000 Growth Index advanced 0.5%, trailing the Russell 3000 Value Index's 2.3% gain, as investors favored companies demonstrating clearer AI monetization.
  • Contributors:  CrowdStrike, Meta Platforms and Natera. Not holding Applied Materials, KLA and Lam Research. Stock selection in information technology (IT), industrials, consumer discretionary.
  • Detractors:  AppLovin, ASML, Broadcom, underweights to Nvidia and Microsoft.
  • Outlook:  The AI momentum selloff has created attractive opportunities to expand exposure to companies with durable growth prospects at more compelling valuations. We believe increasing differentiation among AI beneficiaries will reward disciplined, bottom-up stock selection.
ClearBridge Investments logo
[Amanda Leithes avatar]

Managed Strategy Since 2024

[Aram Greens avatar]

Managed Strategy Since 2021

[Erica Naidorfs avatar]

Managed Strategy Since 2024

[Margaret Vitranos avatar]

Managed Strategy Since 1997

Portfolio Manager Profile
Years of Experience
Manager Location

[products.skip-performance]

Composite Performance

Risk/Return Profile (%)

Based on a 10 year period ending Sep-30-2026

Chart
Scatter chart with 3 data series.
The chart has 1 X axis displaying Risk (Annualized Standard Deviation) (%). Data range: 1.7800000000000011 categories.
The chart has 1 Y axis displaying Annualized Return (%). Data ranges from 10.85 to 17.62.
End of interactive chart.

The strategy returns shown are preliminary composite returns, subject to future revision (downward or upward). Past performance is not a guarantee of future results. An investment in this strategy can lose value.  

Performance data represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares. Periods less than one year are not annualized. Performance results are for the composite which includes all actual, fully discretionary accounts with substantially similar investment policies and objectives managed to the composite's investment strategy. Composite returns are stated in U.S. dollars and assume reinvestment of any dividends, interest income, capital gains, or other earnings. The composite may include account(s) that are gross of fees and pure gross of fees. “Pure” gross-of-fee returns do not reflect the deduction of any expenses, including transaction costs. A traditional (or "true") gross-of-fee return reflects performance after the reduction of transaction costs but before the reduction of the investment advisory fee. The gross-of-fee return may include a blend of "true" gross-of-fee returns for non-wrap accounts and "pure” gross-of-fee returns for wrap accounts. Net-of-fee returns is reduced by a model “wrap fee” (3.0% is the maximum anticipated wrap fee for equity and balanced portfolios) which includes trading expenses as well as investment management, administrative and custodial fees. The model wrap fee used represents the highest anticipated wrap fee applicable to the strategy. Actual fees and account minimums may vary.  

For fee schedules, contact your financial professional, or if you enter into an agreement directly with Franklin Templeton Private Portfolio Group, LLC (“FTPPG”), refer to FTPPG’s Form ADV Part 2A disclosure document. Management and performance of individual accounts may vary for reasons that include the existence of different implementation practices and model requirements in different investment programs.   

To obtain specific information on available products and services or a GIPS® Report, contact your Franklin Templeton separately managed account sales team at (800) DIAL BEN/342-5236. ClearBridge Investments, LLC, Martin Currie, Royce Investment Partners, and Western Asset Management Company, LLC claim compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. 

[products.skip-portfolio]

Portfolio

Positions

As of 09/30/2026 (Updated Monthly)

Number of Issuers
Portfolio
56
Benchmark
1,490

Portfolio Statistics

As of 09/30/2026 (Updated Monthly)

Estimated 3-5 Year EPS Growth
Portfolio
30.27%
Benchmark
32.99%
Price to Earnings (12-Month Forward)
Portfolio
28.53x
Benchmark
25.64x
Price to Book
Portfolio
12.82x
Benchmark
14.04x
Dividend Yield 1
Portfolio
0.42%
Benchmark
0.45%
Median Market Cap (USD)
Portfolio
$699.04 Billion
Benchmark
$1,202.51 Billion
Weighted Average Market Capitalization (USD)
Portfolio
$1,665.71 Billion
Benchmark
$1,971.15 Billion

Portfolio characteristics are based on a model portfolio, not an actual client account. The model portfolio is a hypothetical portfolio whereby the portfolio characteristics are based on simulated trading and account activity of a client account invested in this strategy. The model portfolio assumes no withdrawals, contributions or client-imposed restrictions. Portfolio characteristics of individual client accounts may differ from those of the model portfolio as a result of account size, client-imposed restrictions, the timing of client investments, market conditions, contributions, withdrawals and other factors.

Sector Allocation

As of 09/30/2026 % of Total (Updated Quarterly)

Sector % of Total
Benchmark
Information Technology
51.36%54.91%
Communication Services
13.74%15.94%
Industrials
8.64%7.73%
Consumer Discretionary
8.46%7.25%
Health Care
6.75%6.42%
Financials
4.85%4.74%
Materials
2.54%0.42%
Consumer Staples
0.93%1.18%
Energy
—0.72%
Real Estate
—0.45%
Utilities
—0.24%
Cash & Cash Equivalents
2.72%—
Chart
Bar chart with 2 data series.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 0 to 54.91257.
End of interactive chart.

Portfolio characteristics are based on a model portfolio, not an actual client account. The model portfolio is a hypothetical portfolio whereby the portfolio characteristics are based on simulated trading and account activity of a client account invested in this strategy. The model portfolio assumes no withdrawals, contributions or client-imposed restrictions. Portfolio characteristics of individual client accounts may differ from those of the model portfolio as a result of account size, client-imposed restrictions, the timing of client investments, market conditions, contributions, withdrawals and other factors.

Top Equity Issuers

As of 09/30/2026 (Updated Quarterly)

Holdings Portfolio
NVIDIA Corp
11.47%
Broadcom Inc
7.16%
Apple Inc
6.19%
Meta Platforms Inc
5.12%
Alphabet Inc
4.97%
Crowdstrike Holdings Inc
4.16%
Visa Inc
3.67%
Amazon.com Inc
3.53%
Advanced Micro Devices Inc
2.81%
Palo Alto Networks Inc
2.47%
 
Bar chart with 10 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 2.46887 to 11.47144.
End of interactive chart.
[products.skip-documents]

Documents

Product Documents

Factsheet - ClearBridge All Cap Growth Portfolios
Product Commentary - ClearBridge All Cap Growth Portfolios
FTPPG Regulatory Disclosures
Mailed hardcopies unavailable.
Pitchbook - ClearBridge All Cap Growth Portfolios
Mailed hardcopies unavailable.
Pitchbook - ClearBridge All Cap Growth Portfolios

Risks

All investments involve risks, including possible loss of principal. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks.

Separately Managed Accounts (SMAs) are investment services provided by Franklin Templeton Private Portfolio Group, LLC (FTPPG), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Franklin Templeton affiliated sub-advisers: ClearBridge Investments, LLC. Management is implemented by FTPPG, the designated sub-adviser or, in the case of certain programs, the program sponsor or its designee. 

Performance data quoted represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or a loss when you sell your shares. Returns reflect reinvestment of dividends and capital gains. Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars.

ClearBridge Investments, LLC, Franklin Templeton Investment Solutions, Martin Currie, Royce Investment Partners, Western Asset Management Company, LLC, and Franklin Templeton claim compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Professional money management may not be suitable for all investors. Factual information relating to the securities discussed was obtained from sources believed to be reliable, but there can be no guarantee as to its accuracy. It should not be assumed that investments made in the future will be profitable or will equal the performance of the securities discussed in the material.

You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.

Franklin Templeton (FT) is not undertaking to provide impartial advice. Nothing herein is intended to provide fiduciary advice. FT has a financial interest.

Important data provider notices and terms available at www.franklintempletondatasources.com.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges. 

The Russell 3000 Growth Index measures the performance of those Russell 3000 Index companies with higher price-to-book ratios and higher forecasted growth values.
Source: FTSE.

All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.

Footnotes

  1. Dividend yield is calculated without the deduction of fees and expenses. 

  2. Capitalization Rate is calculated without the deduction of fees and expenses.

Download the Franklin Templeton 529 Program Description

You’re almost there.
Please agree to receive the Franklin Templeton 529 Program Description electronically, then the application will be ready to download on the next page.
Open, read, and retain the Program Description and Participation Agreement:
Franklin 529 College Savings Plan - Program Description and Participation Agreement
By clicking “I agree” and accessing this document, you acknowledge and agree that:
Electronic Delivery - The Program Description is being delivered to you in electronic form in lieu of paper delivery.
Consent - You hereby consent to receive this document electronically and acknowledge that such electronic delivery satisfies any legal or contractual requirements that this document is provided to you in writing.
Ability to Access - You represent that you have the necessary hardware and software to access, view, download, and retain the document in electronic form (including PDF format), and that you are able to print a copy for your records if you choose.
Retention - You are responsible for retaining a copy of the downloaded document for your records.
Withdrawal of Consent - Your consent applies solely to this document. If you do not consent, you should not proceed with the download and may request a paper copy by calling (866) 362-1597.
The application will open once “I Agree” is pressed.

Sign in to view documents