ClearBridge Select Fund Class A (LCLAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
53.20
+0.71 (1.35%)
Feb 28, 2025, 4:00 PM EST
12.62%
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 52.49
YTD Return -1.17%
1-Year Return 12.62%
5-Year Return 117.43%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 89
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 12.62% in the past year. Since the fund's inception, the average annual return has been 14.02%, including dividends.

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

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%
View More Holdings