ClearBridge Select Fund Class A (LCLAX)

Fund Assets	3.18B
Expense Ratio	1.407%
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	59.60
YTD Return	2.92%
1-Year Return	2.35%
5-Year Return	4.53%
52-Week Low	51.35
52-Week High	62.45
Beta (5Y)	1.15
Holdings	92
Inception Date	Sep 23, 2013

About LCLAX

ClearBridge Select Fund is an open-end equity mutual fund designed to provide long-term capital growth. Managed by Legg Mason Partners Fund Advisor and co-managed by ClearBridge Investments, the fund employs an unconstrained, active investment approach with a focus on publicly traded equity and equity-related securities of both U.S. and international companies. While it primarily invests in growth and value stocks across all market capitalizations, the fund tends to emphasize large-cap and mid-cap growth equities, with notable exposure to sectors such as technology, consumer cyclical, and industrials. ClearBridge Select Fund adopts a bottom-up, research-driven stock selection process, aiming to construct a high-conviction portfolio that often features a significant weighting in its top holdings. The fund benchmarks its performance to the Russell 3000 Index and is non-diversified, allowing for concentrated positions. It is recognized for its high management fee and higher expense ratio relative to peers, which positions fee structure as a notable characteristic. The fund’s approach and sector allocations position it as a distinct player in the actively managed growth mutual fund segment, targeting investors seeking exposure to innovative and market-leading companies.

• Fund Family: Franklin Templeton, Inc
• Category: Mid-Cap Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LCLAX
• Share Class: Class A
• Index: Russell 3000 TR

Performance

LCLAX had a total return of 2.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.03%.

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%
LCBSX	Class Fi	1.37%
CBSCX	Class R	1.74%

Top 10 Holdings

28.96% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	6.01%
Apple Inc.	AAPL	4.94%
Lam Research Corporation	LRCX	2.89%
iShares Russell 2000 ETF	IWM	2.60%
Alphabet Inc.	GOOGL	2.53%
Fortinet, Inc.	FTNT	2.07%
Baker Hughes Company	BKR	2.03%
Comfort Systems USA, Inc.	FIX	2.01%
iShares Russell 2000 Growth ETF	IWO	2.00%
L3Harris Technologies, Inc.	LHX	1.88%

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Nov 13, 2026

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