Morningstar

ClearBridge Select Fund Class I LBFIX

Medalist Rating as of Sep 30, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks to provide long-term growth of capital. The fund seeks to achieve its investment objective by taking an unconstrained approach to investing with an emphasis on equity securities. Under normal circumstances, it invests primarily in publicly traded equity and equity-related securities of U.S. and non-U.S. companies or other instruments with similar economic characteristics. The fund may invest in securities of issuers of any market capitalization.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LCBSX	ClearBridge Select Fund Class FI	No Load	Open			Nov 30, 2012	$5.71M	1.370%	High	$0	−$1.64M
LBFIX	ClearBridge Select Fund Class I	Institutional	Open			Nov 30, 2012	$1.21B	1.090%	High	$1M	−$188.99M
LCSSX	ClearBridge Select Fund Class IS	Institutional	Open			Nov 30, 2012	$429.29M	0.990%	High	$1M	−$98.56M
LCLAX	ClearBridge Select Fund Class A	Front Load	Open			Sep 23, 2013	$1.44B	1.340%	High	$1,000	−$168.36M
LCLCX	ClearBridge Select Fund Class C	Level Load	Open			Sep 23, 2013	$56.66M	2.080%	High	$1,000	−$20.75M
CBSCX	ClearBridge Select Fund Class R	Retirement, Medium	Open			Jun 3, 2022	$4.21M	1.680%	High	$0	$648,972.90

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