ClearBridge Select Fund Class C (LCLCX)
| Fund Assets | 3.47B |
| Expense Ratio | 2.08% |
| Min. Investment | $1,000 |
| Turnover | 17.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 51.12 |
| YTD Return | 2.42% |
| 1-Year Return | 13.99% |
| 5-Year Return | 46.63% |
| 52-Week Low | 40.03 |
| 52-Week High | 52.64 |
| Beta (5Y) | n/a |
| Holdings | 88 |
| Inception Date | Sep 23, 2013 |
About LCLCX
The ClearBridge Select Fund is a mutual fund designed to provide long-term growth of capital through an unconstrained approach to investing, with a focus on equity securities. It targets mid-cap growth companies, embracing a diverse portfolio that spans multiple sectors, including technology, consumer cyclicals, and financial services. The fund invests in companies like ServiceNow, NVIDIA, and MercadoLibre, which are leaders in their respective industries. Its strategy involves active stock selection, aiming to outperform broader market benchmarks. As part of the financial landscape, the ClearBridge Select Fund offers investors a tool for capital appreciation, leveraging the expertise of experienced portfolio managers to navigate dynamic market conditions.
Performance
LCLCX had a total return of 13.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.05%.
Top 10 Holdings
35.96% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 6.55% |
| Microsoft Corporation | MSFT | 5.17% |
| ServiceNow, Inc. | NOW | 4.19% |
| MercadoLibre, Inc. | MELI | 4.11% |
| Apple Inc. | AAPL | 3.71% |
| Performance Food Group Company | PFGC | 2.91% |
| Casey's General Stores, Inc. | CASY | 2.68% |
| L3Harris Technologies, Inc. | LHX | 2.29% |
| Shopify Inc. | SHOP | 2.21% |
| Fortinet, Inc. | FTNT | 2.15% |