Overview
Product Facts
Strategy Description
The ClearBridge Dynamic MDA U.S. Growth Portfolios strive to maximize simplicity and minimize emotion by shifting allocations across multiple ClearBridge strategies based on a quantitative system that uses well-known factor measures and methodologies.
- Benchmark
- Russell 1000 Growth Index
- Inception Date
- 06/30/2015
- Asset Class
- Equity
- Number of Issuers
As of 05/31/2026 (Updated Quarterly) - 184
Average Annual Total Returns As of 04/30/2026
- 18.47%1 Year
- 15.25%3 Years
- 4.67%5 Years
- 10.39%10 Years
- 8.91%Since Inception
06/30/2015
Top Sectors
As of 03/31/2026 % of Total (Updated Quarterly)
Information Technology28.40% | |
Industrials19.09% | |
Health Care14.27% | |
Consumer Discretionary11.64% | |
Communication Services7.60% |
Manager and Commentary
About the Team
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.
Latest ClearBridge Insights
June 11, 2026
June 10, 2026
June 3, 2026
Composite Performance
Portfolio
Documents
| Name | Download | Add to Cart | |
|---|---|---|---|
| Factsheet - ClearBridge Dynamic MDA U.S. Growth Portfolios | |||
| FTPPG Regulatory Disclosures |
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.