ClearBridge Select R (CBSCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

58.45

-0.88 (-1.48%)

At close: Oct 14, 2026

Fund Assets	3.09B
Expense Ratio	1.739%
Min. Investment	$1,000
Turnover	29.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	59.33
YTD Return	2.98%
1-Year Return	1.99%
5-Year Return	n/a
52-Week Low	50.62
52-Week High	61.49
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, Inc

Category Mid-Cap Growth

Performance Rating Average

Risk Rating Below Average

Stock Exchange Nasdaq

Ticker Symbol CBSCX

Share Class Class R

Index Russell 3000 TR

Performance

CBSCX had a total return of 1.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.59%.

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	0.71%
FIFNX	Fidelity	Fidelity Founders Fund	0.81%
FIFVX	Fidelity	Fidelity Advisor Founders I	0.79%
FIFQX	Fidelity	Fidelity Advisor Founders C	1.85%
FIFPX	Fidelity	Fidelity Advisor Founders M	1.35%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
LCSSX	Class Is	0.99%
LBFIX	Class I	1.09%
LCLAX	Class A	1.34%
LCBSX	Class Fi	1.37%

Top 10 Holdings

33.99% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.05%
Apple Inc.	AAPL	4.59%
Microsoft Corporation	MSFT	3.38%
Casey's General Stores, Inc.	CASY	3.04%
Comfort Systems USA, Inc.	FIX	2.89%
Baker Hughes Company	BKR	2.82%
Vertiv Holdings Co	VRT	2.72%
L3Harris Technologies, Inc.	LHX	2.66%
Lam Research Corporation	LRCX	2.50%
Performance Food Group Company	PFGC	2.34%

View More Holdings