ClearBridge Select C (LCLCX)

Fund Assets	3.17B
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	55.07
YTD Return	5.48%
1-Year Return	7.06%
5-Year Return	8.03%
52-Week Low	46.47
52-Week High	56.36
Beta (5Y)	1.15
Holdings	91
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.

• Fund Family: Franklin Templeton Investments
• Category: Mid-Cap Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LCLCX
• Share Class: Class C
• Index: Russell 3000 TR

Performance

LCLCX had a total return of 7.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.67%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LCSSX	Class Is	0.99%
LBFIX	Class I	1.09%
LCLAX	Class A	1.34%
LCBSX	Class Fi	1.37%

Top 10 Holdings

30.53% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	6.12%
Apple Inc.	AAPL	5.29%
Lam Research Corporation	LRCX	2.80%
Casey's General Stores, Inc.	CASY	2.58%
Performance Food Group Company	PFGC	2.46%
Baker Hughes Company	BKR	2.43%
L3Harris Technologies, Inc.	LHX	2.29%
Comfort Systems USA, Inc.	FIX	2.28%
Alphabet Inc.	GOOGL	2.19%
Monster Beverage Corporation	MNST	2.09%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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