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ClearBridge Select A LCLAX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 48.17  /  +0.38 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.340%
  • 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
  • Turnover 20%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:16 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.

A sound investment process and strong management team 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-costliest quintile among peers.

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Portfolio Holdings LCLAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ServiceNow Inc

5.10 157.1 Mil
Technology

Apple Inc

3.71 114.2 Mil
Technology

MercadoLibre Inc

3.34 102.8 Mil
Consumer Cyclical

NVIDIA Corp

3.03 93.1 Mil
Technology

Performance Food Group Co

2.92 89.9 Mil
Consumer Defensive

Copart Inc

2.80 86.3 Mil
Industrials

Microsoft Corp

2.41 74.2 Mil
Technology

Monster Beverage Corp

2.41 74.2 Mil
Consumer Defensive

WillScot Mobile Mini Holdings Corp

2.38 73.1 Mil
Industrials

KKR & Co Inc Ordinary Shares

2.28 70.2 Mil
Financial Services