About LCBSX
ClearBridge Select Fund Class FI is a mutual fund focused on achieving long-term capital growth by taking an unconstrained approach to equity investing. The fund primarily invests in publicly traded equity and equity-related securities of both U.S. and international companies, utilizing a bottom-up, benchmark-agnostic process to identify firms with strong growth potential or attractive valuations. Notably, the fund is classified within the mid-cap growth category but maintains flexibility to invest across all market capitalizations, including non-U.S. and, opportunistically, fixed-income assets.
Managed by Aram Green since its inception in 2012, ClearBridge Select Fund Class FI holds a diversified portfolio with approximately 91 holdings, including prominent companies such as NVIDIA, ServiceNow, MercadoLibre, Apple, and Microsoft. Its top ten positions consistently account for a significant portion of the portfolio, reflecting a conviction-driven investment strategy. With an asset base of over $200 million and an expense ratio of 1.37%, the fund has demonstrated strong long-term performance, substantially outperforming its benchmark and peer group over multiple timeframes. This fund plays a key role for investors seeking exposure to high-growth companies within a flexible, actively managed framework.
Fund Family Franklin Templeton Investments
Category Mid-Cap Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LCBSX
Share Class Class Fi
Index Russell 3000 TR
LCBSX had a total return of 7.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.80%.
