Morningstar

ClearBridge Select Fund Class I LBFIX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $61.44  /  +0.34 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 1.090%
  • Net Expense Ratio 1.080%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis LBFIX

Will LBFIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LBFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LBFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LBFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Select I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LBFIX

More LBFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.01 185M
Technology

Apple Inc

4.94 152M
Technology

Lam Research Corp

2.89 89M
Technology

iShares Russell 2000 ETF

2.60 80M
—

Alphabet Inc Class A

2.53 78M
Communication Services

Fortinet Inc

2.07 64M
Technology

Baker Hughes Co Class A

2.03 63M
Energy

Comfort Systems USA Inc

2.01 62M
Industrials

iShares Russell 2000 Growth ETF

2.00 62M
—

L3Harris Technologies Inc

1.88 58M
Industrials

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