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ClearBridge Select Fund Class FI (LCBSX)

15.17
Net Asset Value
+0.46%
1 Day
-5.13%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.79%
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.

Performance

1 month-5.01% 3 years--
3 months-5.48% 5 years--
1 year+4.34% Since inception+22.98%
Data through --

Peer Comparisonvs. Mid-cap growth

 LCBSXCategory
Performance 5-yr return--+16.81%
Expense ratio2.79%1.31%
Risk 5 year sharpe ratio--1.07
Net assets$11.7M$1.4B
Average market cap$5.0B$9.8B
Average P/E30.625.2
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureAram Green / 2 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock80.66%
International stock9.39%
Cash7.54%
Other2.41%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FTNT Fortinet Inc3.51%
SBAC SBA Communications Corp3.42%
LGF Lions Gate Entertainment Corp2.73%
ROST Ross Stores Inc2.50%
MB Mindbody Inc2.50%
DATA Tableau Software Inc2.37%
MELI MercadoLibre Inc2.26%
CSOD Cornerstone OnDemand Inc2.25%
CTXS Citrix Systems Inc2.24%
ALXN Alexion Pharmaceuticals Inc2.23%

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