ClearBridge Select Fund Class A (LCLAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
49.29
+0.22 (0.45%)
Apr 25, 2025, 4:00 PM EDT
8.86%
Fund Assets 2.84B
Expense Ratio 1.33%
Min. Investment $1,000
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 49.07
YTD Return -3.10%
1-Year Return 15.19%
5-Year Return 101.79%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 88
Inception Date Sep 23, 2013

About LCLAX

The ClearBridge Select Fund Class A (LCLAX) 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 LCLAX
Share Class Class A
Index Russell 3000 TR

Performance

LCLAX had a total return of 15.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.67%.

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%
LCBSX Class Fi 1.37%
CBSCX Class R 1.74%

Top 10 Holdings

33.71% of assets
Name Symbol Weight
Apple Inc. AAPL 4.94%
NVIDIA Corporation NVDA 4.86%
ServiceNow, Inc. NOW 3.84%
MercadoLibre, Inc. MELI 3.76%
Performance Food Group Company PFGC 2.97%
Microsoft Corporation MSFT 2.88%
JPMorgan 100% U.S. Treasury Securities Money Market Fund JTSXX 2.70%
Legg Mason Partners Inst Trust - Western Asset Premier Institutional U.S. Treasury Reserves Fund WAEXX 2.70%
Copart, Inc. CPRT 2.58%
Casey's General Stores, Inc. CASY 2.48%
View More Holdings