ClearBridge Select R (CBSCX)

Fund Assets	3.15B
Expense Ratio	1.74%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	48.53
YTD Return	-8.54%
1-Year Return	8.38%
5-Year Return	n/a
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	87
Inception Date	Jun 3, 2022

About CBSCX

The ClearBridge Select R (CBSCX) seeks to provide long-term growth of capital. Under normal circumstances, the Fund invests primarily in publicly traded equity and equity-related securities of US and non-US companies or other instruments with similar economic characteristics. The fund may invest in securities of any market capitalization.

• Category: Mid-Cap Growth
• Performance Rating: High
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CBSCX
• Share Class: Class R
• Index: Russell 3000 TR

Performance

CBSCX had a total return of 8.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.17%.

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 Fund - Class Z	0.61%
FIFNX	Fidelity	Fidelity Founders Fund	0.72%
FIFVX	Fidelity	Fidelity Advisor Founders Fund - Class I	0.70%
FIFQX	Fidelity	Fidelity Advisor Founders Fund - Class C	1.77%
FIFPX	Fidelity	Fidelity Advisor Founders Fund - Class 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

35.25% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	5.33%
ServiceNow, Inc.	NOW	4.92%
Apple Inc.	AAPL	4.73%
KKR & Co. Inc.	KKR	3.90%
MercadoLibre, Inc.	MELI	3.31%
Performance Food Group Company	PFGC	2.99%
Microsoft Corporation	MSFT	2.92%
AppLovin Corporation	APP	2.55%
Copart, Inc.	CPRT	2.32%
Shopify Inc.	SHOP	2.29%