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Morningstar

ClearBridge Select A LCLAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 40.43  /  0.60 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 12:17 AM GMT+0

Morningstar’s Analysis LCLAX

Will LCLAX outperform in 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 LCLAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LCLAX 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 LCLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin ClearBridge Select A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCLAX

More LCLAX Holdings
  • Current Portfolio Date
  • Equity Holdings 76
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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