ClearBridge Select R (CBSCX)

Fund Assets	3.62B
Expense Ratio	1.74%
Min. Investment	$1,000
Turnover	17.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	57.86
YTD Return	8.07%
1-Year Return	17.51%
5-Year Return	n/a
52-Week Low	43.43
52-Week High	57.86
Beta (5Y)	n/a
Holdings	89
Inception Date	Jun 3, 2022

About CBSCX

ClearBridge Select Fund Class R is an actively managed mutual fund focused on achieving long-term capital growth. The fund primarily invests in publicly traded equity and equity-related securities, including both U.S. and international companies across all market capitalizations. It employs an unconstrained investment approach, allowing flexibility in security selection without strict adherence to a single market segment or industry. The fund's portfolio is diversified across multiple sectors, with a notable emphasis on mid-cap growth stocks and a significant allocation to technology companies. Management utilizes fundamental research and a bottom-up stock picking strategy to identify opportunities, combining both growth and value investing styles. With over 80 holdings and approximately $3.2 billion in assets under management, ClearBridge Select Fund Class R benchmarks its performance against the Russell 3000 Index, signifying its focus on broad market exposure. The fund is designed to appeal to investors seeking exposure to innovative and socially conscious businesses while maintaining a higher-than-average risk profile, as indicated by its above-average risk and performance ratings.

• Fund Family: Franklin Templeton Investments
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: CBSCX
• Share Class: Class R
• Index: Russell 3000 TR

Performance

CBSCX had a total return of 17.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.14%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FIFWX	Fidelity	Fidelity Advisor Founders Z	0.61%
FIFNX	Fidelity	Fidelity Advisor Founders	0.72%
FIFVX	Fidelity	Fidelity Advisor Founders I	0.70%
FIFQX	Fidelity	Fidelity Advisor Founders C	1.77%
FIFPX	Fidelity	Fidelity Advisor Founders M	1.26%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LCSSX	Class Is	0.98%
LBFIX	Class I	1.10%
LCLAX	Class A	1.33%
LCBSX	Class Fi	1.37%

Top 10 Holdings

35.19% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	4.87%
ServiceNow, Inc.	NOW	4.59%
MercadoLibre, Inc.	MELI	4.49%
Apple Inc.	AAPL	4.17%
Microsoft Corporation	MSFT	3.94%
Performance Food Group Company	PFGC	3.03%
Copart, Inc.	CPRT	2.78%
Casey's General Stores, Inc.	CASY	2.64%
Fortinet, Inc.	FTNT	2.41%
Legg Mason Partners Inst Trust - Western Asset Premier Institutional U.S. Treasury Reserves Fund	WAEXX	2.28%