ClearBridge Select Fund Class FI (LCBSX)

13.94
Net Asset Value
+0.50%
1 Day
-4.39%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
3.41%
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-8.47% 3 years--
3 months-5.81% 5 years--
1 year+32.96% Since inception+36.74%
Data through --

Peer Comparisonvs. World stock

 LCBSXCategory
Performance 5-yr return--+18.38%
Expense ratio3.41%1.43%
Risk 5 year sharpe ratio--1.11
Net assets$11.9M$1.3B
Average market cap$4.3B$41.4B
Average P/E28.316.2
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureAram Green / 1 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock94.02%
International stock2.70%
Fixed income2.55%
Cash0.73%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ALXN Alexion Pharmaceuticals, Inc.3.42%
-- Responsys Inc3.41%
TYPE Monotype Imaging Holdings Inc.3.32%
SBAC SBA Communications Corp3.20%
CPRT Copart, Inc.3.15%
LPSN LivePerson, Inc.3.06%
CSOD Cornerstone OnDemand, Inc.2.98%
LGF Lions Gate Entertainment Corporation2.75%
ATHN AthenaHealth, Inc.2.67%
LSI LSI Corporation2.66%

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