ClearBridge Select Fund Class FI (LCBSX)

23.85
Net Asset Value
+0.25%
1 Day
+17.89%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.24%
Expense Ratio
High
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+4.76% 3 years+17.14%
3 months+7.99% 5 years+19.11%
1 year+36.90% Since inception+19.59%
Data through --

Peer Comparisonvs. Mid-cap growth

 LCBSXCategory
Performance 5-yr return+19.11%+11.94%
Expense ratio2.24%1.21%
Risk 5 year sharpe ratio1.220.98
Net assets$58.5M$1.6B
Average market cap$6.7B$11.9B
Average P/E29.926.0
Portfolio turnover38%38%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureAram Green / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock75.79%
Cash15.98%
International stock7.85%
Fixed income0.38%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ROST Ross Stores Inc2.48%
CSOD Cornerstone OnDemand Inc2.46%
SBAC SBA Communications Corp2.45%
-- 2.45%
ADBE Adobe2.44%
FTNT Fortinet Inc2.40%
MELI MercadoLibre Inc2.27%
SYNH Syneos Health Inc2.26%
NOW ServiceNow Inc2.25%
CPRT Copart Inc2.11%