Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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-0.63% 3 years+11.20%
3 months+13.36% 5 years--
1 year-8.55% Since inception+14.36%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+7.57%
Expense ratio2.37%1.26%
Risk 5 year sharpe ratio--0.53
Net assets$9.4M$1.2B
Average market cap$4.0B$9.5B
Average P/E25.524.8
Portfolio turnover29%29%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureAram Green / 3 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00


U.S. stock83.50%
International stock9.81%
Fixed income0.04%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ROST Ross Stores Inc3.40%
SBAC SBA Communications Corp3.40%
FTNT Fortinet Inc2.90%
CTXS Citrix Systems Inc2.86%
XOXO XO Group Inc2.82%
AAPL Apple2.77%
AAP Advance Auto Parts Inc2.61%
BSFT BroadSoft Inc2.57%
NOW ServiceNow Inc2.45%
ATHN athenahealth Inc2.44%

Partner Offers