Morningstar

ClearBridge Select Fund Class A LCLAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 60.23  /  −0.74 %
  • Total Assets 3.3B
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:38 AM GMT+0

Morningstar’s Analysis LCLAX

Will LCLAX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Select A 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
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Portfolio Holdings LCLAX

More LCLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.19 239M
Technology

Apple Inc

5.08 169M
Technology

Microsoft Corp

3.60 120M
Technology

Lam Research Corp

2.98 99M
Technology

Comfort Systems USA Inc

2.67 89M
Industrials

AppLovin Corp Ordinary Shares - Class A

2.56 85M
Communication Services

L3Harris Technologies Inc

2.52 84M
Industrials

Casey's General Stores Inc

2.51 84M
Consumer Cyclical

Baker Hughes Co Class A

2.44 81M
Energy

Vertiv Holdings Co Class A

2.38 79M
Industrials

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