Morningstar

ClearBridge Select Fund Class IS LCSSX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $61.86  /  +0.34 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.970%
  • 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 LCSSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Select IS holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LCSSX

More LCSSX 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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