ClearBridge Select Fund Class C (LCLCX)
| Fund Assets | 3.21B |
| Expense Ratio | 2.08% |
| 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 | 52.08 |
| YTD Return | -0.15% |
| 1-Year Return | 6.20% |
| 5-Year Return | 15.57% |
| 52-Week Low | 46.47 |
| 52-Week High | 54.44 |
| Beta (5Y) | n/a |
| Holdings | 93 |
| 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 6.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.47%.
Top 10 Holdings
33.19% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 6.64% |
| Apple Inc. | AAPL | 4.22% |
| Microsoft Corporation | MSFT | 3.59% |
| Casey's General Stores, Inc. | CASY | 3.27% |
| L3Harris Technologies, Inc. | LHX | 3.19% |
| Performance Food Group Company | PFGC | 2.68% |
| Baker Hughes Company | BKR | 2.59% |
| Comfort Systems USA, Inc. | FIX | 2.42% |
| Vertiv Holdings Co | VRT | 2.30% |
| Lam Research Corporation | LRCX | 2.29% |