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ClearBridge Select Fund Class I (LBFIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term growth of capital. The fund seeks to achieve its investment objective by taking an unconstrained approach to investing with an emphasis on equity securities. Under normal circumstances- it invests primarily in publicly traded equity and equity-related securities of U.S. and non-U.S. companies or other instruments with similar economic characteristics. The fund may invest in securities of issuers of any market capitalization. It is non-diversified.


1 month+2.72% 3 years+11.71%
3 months+7.63% 5 years+18.68%
1 year+32.93% Since inception+18.61%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+18.68%+12.62%
Expense ratio2.89%1.22%
Risk 5 year sharpe ratio1.211.18
Net assets$28.7M$1.5B
Average market cap$6.8B$12.1B
Average P/E30.429.4
Portfolio turnover25%25%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureAram Green / 5 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00


U.S. stock85.64%
International stock6.18%
Fixed income0.05%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ROST Ross Stores Inc3.14%
SBAC SBA Communications Corp3.03%
-- 2.97%
AAPL Apple2.90%
NOW ServiceNow Inc2.84%
QLYS Qualys Inc2.63%
-- 2.58%
FTNT Fortinet Inc2.42%
NEWR New Relic Inc2.38%
BSFT BroadSoft Inc2.37%