LEGG MASON PARTNERS INVESTMENT TRUST Files N-CSR for Jan 31, 2026 Period

Legg Mason Partners Investment Trust N-CSR Filing Summary
FieldDetail
CompanyLegg Mason Partners Investment Trust
Form TypeN-CSR
Filed DateMar 24, 2026
Risk Levellow
Pages14
Reading Time17 min
Key Dollar Amounts$10,000
Sentimentneutral

Complexity: moderate

Sentiment: neutral

Topics: shareholder-report, compliance, governance, financial-reporting

TL;DR

**LEGG MASON PARTNERS INVESTMENT TRUST just dropped its N-CSR, giving investors a fresh look at its financials and governance through January 31, 2026.**

AI Summary

LEGG MASON PARTNERS INVESTMENT TRUST filed its N-CSR on March 24, 2026, for the period ending January 31, 2026. This certified shareholder report includes financial statements and a Code of Ethics, along with Sarbanes-Oxley Act certifications. This filing is crucial for investors as it provides transparency into the fund's financial health and ethical governance, helping them assess the fund's performance and management integrity.

Why It Matters

This filing offers a detailed look into the fund's operations and financial performance, which is essential for current and prospective shareholders to make informed investment decisions.

Risk Assessment

Risk Level: low — This is a routine compliance filing for a mutual fund, providing transparency rather than indicating new risks.

Analyst Insight

A smart investor would review the full N-CSR document, especially the financial statements and the Code of Ethics, to understand the fund's performance, expenses, and governance practices for the period ending January 31, 2026, before making any investment decisions.

Key Numbers

  • 2026-03-24 — Filing Date (Date the N-CSR was filed with the SEC)
  • 2026-01-31 — Period of Report (The end date of the financial period covered by the report)

Key Players & Entities

  • LEGG MASON PARTNERS INVESTMENT TRUST (company) — Filer of the N-CSR
  • Sarbanes-Oxley Act of 2002 (law) — Certifications pursuant to Sections 302 and 906 are included
  • March 24, 2026 (date) — Filing Date and Effectiveness Date
  • January 31, 2026 (date) — Period of Report

FAQ

What specific documents are included in this N-CSR filing by LEGG MASON PARTNERS INVESTMENT TRUST?

The N-CSR filing includes the main N-CSR document (lmpit-efp23244_ncsr.htm), a Code of Ethics (EX-99.CODEETH), Certifications pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 (EX-99.CERT), and Certifications pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (EX-99.906CERT).

What is the significance of the Sarbanes-Oxley Act certifications in this N-CSR filing?

The Sarbanes-Oxley Act certifications (EX-99.CERT and EX-99.906CERT) confirm that the principal officers of LEGG MASON PARTNERS INVESTMENT TRUST have reviewed the report and that, to their knowledge, it does not contain any untrue statements of a material fact or omit to state a material fact necessary to make the statements not misleading, and that the financial statements fairly present the financial condition and results of operations of the trust.

Filing Stats: 4,304 words · 17 min read · ~14 pages · Grade level 8.4 · Accepted 2026-03-24 10:22:53

Key Financial Figures

  • $10,000 — THE LAST YEAR? (based on a hypothetical $10,000 investment) Class Name Costs of a $

Filing Documents

From the Filing

2026-02-18LMZ0500_FranklinMulti-AssetGrowthFund_ClassA_TSRAnnual UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-CSR CERTIFIED SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-06444 Legg Mason Partners Investment Trust (Exact name of registrant as specified in charter) One Madison Avenue, 17 th Floor, New York, NY 10010 (Address of principal executive offices) (Zip code) Marc A. De Oliveira Franklin Templeton 100 First Stamford Place Stamford, CT 06902 (Name and address of agent for service) Registrant's telephone number, including area code: 877-6LM-FUND/656-3863 Date of fiscal year end: January 31 Date of reporting period: January 31, 2026 ITEM 1. REPORT TO STOCKHOLDERS (a) The Report to Shareholders is filed herewith Franklin Multi-Asset Growth Fund Class A [ SCHAX ] Annual Shareholder Report | January 31, 2026 This annual shareholder report contains important information about Franklin Multi-Asset Growth Fund for the period February 1, 2025, to January 31, 2026. You can find additional information about the Fund at https://www.franklintempleton.com/regulatory-fund-documents . You can also request this information by contacting us at 877-6LM-FUND/656-3863 . WHAT WERE THE FUND COSTS FOR THE LAST YEAR? (based on a hypothetical $10,000 investment) Class Name Costs of a $10,000 investment Costs paid as a percentage of a $10,000 investment Class A 1 $ 42 0.39 % 1 Excludes fees and expenses of the underlying funds in which the Fund invests. HOW DID THE FUND PERFORM LAST YEAR AND WHAT AFFECTED ITS PERFORMANCE? For the twelve months ended January 31, 2026, Class A shares of Franklin Multi-Asset Growth Fund returned 15.07%. The Fund compares its performance to the Russell 3000 Index, the Bloomberg U.S. Aggregate Index and the Composite Benchmark, which returned 15.32%, 6.85% and 17.36%, respectively, for the same period. PERFORMANCE HIGHLIGHTS Top contributors to performance: Exposure to U.S. equities was the leading contributor to absolute return by virtue of weight in the portfolio and return. Asset allocation effects contributed to relative performance, due to an equity overweight (especially emerging markets exposure) and fixed income underweight. The Putnam Large Cap Value Fund was the leading contributor to relative performance at the manager level. Top detractors from performance: Underlying manager selection was a detractor from relative performance overall, especially in U.S. equities. An underweight to international equities was also a detractor. The ClearBridge Large Cap Growth Fund and the Putnam Large Cap Growth Fund were the leading detractors from relative performance at the manager level. Franklin Multi-Asset Growth Fund PAGE 1 7537-ATSR-0326 HOW DID THE FUND PERFORM OVER THE LAST 10 YEARS? The Fund's past performance is not necessarily an indication of how the Fund will perform in the future. The graph and table do not reflect the deduction of taxes that a shareholder would pay on Fund distributions or redemption of Fund shares. VALUE OF A $ 10,000 INVESTMENT ($ 9,425 AFTER MAXIMUM APPLICABLE SALES CHARGE) – Class A 1/31/2016 — 1/31/2026 AVERAGE ANNUAL TOTAL RETURNS (%) Period Ended January 31, 2026 1 Year 5 Year 10 Year Class A 15.07 10.26 10.11 Class A (with sales charge) 8.74 8.97 9.46 Russell 3000 Index 15.32 13.60 15.13 Bloomberg U.S. Aggregate Index 6.85 - 0.20 1.88 Composite Benchmark 17.36 9.99 11.79 The Fund's Composite Benchmark is comprised of 45% Russell 1000 Index, 20% Russell 2000 Index, 20% MSCI EAFE Index, 10% Bloomberg U.S. Aggregate Index and 5% Bloomberg U.S. High Yield—2% Issuer Cap Index. Fund performance figures may reflect fee waivers and/or expense reimbursements, without which the performance would have been lower. Performance for periods beginning prior to August 15, 2022, reflects a higher maximum sales charge in effect at that time. Performance for periods beginning after August 15, 2022, reflects the current maximum sales charge. For current month-end performance, please call Franklin Templeton at 877-6LM-FUND/656-3863 or visit https://www.franklintempleton.com/investments/options/mutual-funds . Important data provider notices and terms available at www.franklintempletondatasources.com. KEY FUND STATISTICS (as of January 31, 2026) Total Net Assets $ 943,580,119 Total Number of Portfolio Holdings 15 Total Management Fee Paid $ 0 Portfolio Turnover Rate 49 % Franklin Multi-Asset Growth Fund PAGE 2 7537-ATSR-0326 WHAT DID THE FUND INVEST IN? (as of January 31, 2026) Portfolio Composition * (% of Total Investments) * Does not include derivatives, except purchased options, if any. WHERE CAN I FIND ADDITIONAL INFORMATION ABOUT THE FUND? Additional information is available on https://www.franklintempleton.com/

View Full Filing

View this N-CSR filing on SEC EDGAR

View on ReadTheFiling | About | Contact | Privacy | Terms

Data from SEC EDGAR. Not affiliated with the SEC. Not investment advice. © 2026 OpenDataHQ.