Nasdaq - Delayed Quote USD
ClearBridge Select Fund (LCLAX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.14% |
| 5y Average Return | 15.14% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 21, 2024) | 58.29% |
| Worst 1Y Total Return (Oct 21, 2024) | -- |
| Best 3Y Total Return | 58.29% |
| Worst 3Y Total Return | -0.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LCLAX
Category
- YTD
- 14.00%
- 10.80%
- 1-Month
- 2.72%
- 4.43%
- 3-Month
- 6.88%
- 7.00%
- 1-Year
- 28.84%
- 48.17%
- 3-Year
- -0.97%
- 21.26%
- 5-Year
- 14.43%
- 20.18%
- 10-Year
- 14.90%
- 14.07%
- Last Bull Market
- 27.85%
- 27.14%
- Last Bear Market
- -22.77%
- -21.26%
Annual Total Return (%) History
Year
LCLAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.57% | -1.76% | 6.88% | -- |
| 2023 | 8.28% | 8.05% | -6.36% | 13.02% |
| 2022 | -15.97% | -22.77% | -4.58% | 7.75% |
| 2021 | 5.86% | 11.46% | -1.39% | 3.13% |
| 2020 | -18.42% | 45.40% | 14.81% | 16.23% |
| 2019 | 17.74% | 4.32% | -1.26% | 9.69% |
| 2018 | 9.73% | 10.94% | 8.44% | -16.54% |
| 2017 | 12.12% | 9.02% | 4.60% | 8.47% |
| 2016 | -8.32% | 3.23% | 13.01% | -2.91% |
| 2015 | -0.81% | 1.20% | -12.16% | 8.64% |
| 2014 | 0.21% | 0.75% | 1.16% | 10.95% |
| 2013 | 8.42% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 40 |
| 3-Month | 40 |
| 1-Year | 30 |
| 3-Year | 65 |
| 5-Year | 9 |
Load Adjusted Returns
| 1-Year | 21.75% |
| 3-Year | -2.82% |
| 5-Year | 13.14% |
| 10-Year | 14.26% |
Performance & Risk
| YTD Return | 18.14% |
| 5y Average Return | 15.14% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 3.33B |
| YTD Return | 14.00% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 30, 2012 |
Fund Summary
The fund seeks to achieve its investment objective by taking an unconstrained approach to investing with an emphasis on equity securities. Under normal circumstances, it invests primarily in publicly traded equity and equity-related securities of U.S. and non-U.S. companies or other instruments with similar economic characteristics. The fund may invest in securities of issuers of any market capitalization. It is non-diversified.
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