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Morningstar

ClearBridge Select IS LCSSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 46.60  /  −0.58 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis LCSSX

Will LCSSX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCSSX

More LCSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ServiceNow Inc

5.05 169.5 Mil
Technology

NVIDIA Corp

4.79 161.0 Mil
Technology

Apple Inc

3.03 101.7 Mil
Technology

MercadoLibre Inc

2.95 98.9 Mil
Consumer Cyclical

Copart Inc

2.92 98.0 Mil
Industrials

Microsoft Corp

2.91 97.6 Mil
Technology

Performance Food Group Co

2.89 97.0 Mil
Consumer Defensive

KKR & Co Inc Ordinary Shares

2.54 85.2 Mil
Financial Services

WillScot Mobile Mini Holdings Corp

2.28 76.4 Mil
Industrials

Monster Beverage Corp

2.27 76.3 Mil
Consumer Defensive