See holdings data for ClearBridge Select Fund (LCLTX). We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Fund expenses may fluctuate with market volatility. Historical Special Dividend: A fund pays a special dividend when the income earned by the fund exceeds the income the fund has paid in the form of regular dividends throughout the year. Benchmark = S&P 500 Index (USD). These quantitative rating predictions make up what we call the This and other important information is contained in the fund's summary prospectus and/or prospectus. Find Another Fund Fund Type: All Types Growth Value Core Mixed Global Sector S&P 500 Fixed Income Govt Debt Net Assets: All Ranges Under $50 Million $50 - $150 Million $150 - … Investors Approve. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. 19.7 Bil. LCLTX | A complete ClearBridge Select Fund;A2 mutual fund overview by MarketWatch. Find Another Fund Fund Type: All Types Growth Value Core Mixed Global Sector S&P 500 Fixed Income Govt Debt Net Assets: All Ranges Under $50 Million $50 - $150 Million $150 - … To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, Visit a quote page and your recently viewed tickers will be displayed here. Historical and current end-of-day data provided by FACTSET. Current and Historical Performance Performance for ClearBridge Select Fund Class A on Yahoo Finance. Summary Prospectus (PDF) 10/20. Under normal circumstances, the Fund invests primarily in publicly traded equity and equity-related securities of … View mutual fund news, mutual fund market and mutual fund interest rates. 2 % of net assets represents the Fund's exposure based on the economic value of securities and is adjusted for futures, options, swaps, and convertible bonds.Allocations subject to change. Adj. China’s ‘unstoppable’ global luxury-market share nearly doubles amid pandemic. Create a list of the investments you want to track. assign to the fund if an analyst covered the fund. The fund has returned 6.57 percent over the past year, 9.95 percent over the past three years, 10.47 percent over the past five years, and 11.59 percent over the past decade. Cookie Notice. There are currently no items in this Watchlist. Single Sheet (PDF) 11/20. Intraday data delayed at least 15 minutes or per exchange requirements. This site is protected by reCAPTCHA and the Google Quarterly Fund Fact Sheet (PDF) 10/20. Register domain store at supplier The Endurance International Group, Inc. with ip address 66.96.149.17 The Parent Pillar is our rating of LCLTX’s parent organization’s priorities and whether they’re in line with investors’ interests. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCLTX’s performance objective and investment process is for both security selection and portfolio construction. universe to create the Morningstar Quantitative Rating (denoted on this page by a All quotes are in local exchange time. Start a 14-day free trial to Morningstar Premium to unlock our take on LCLTX. We are committed to delivering long-term results through active management as we have for more than 50 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. ClearBridge Investments is a leading global equity manager with $158.1 billion in assets under management as of Sept. 30, 2020. The Fund seeks to deliver a high level of current income consistent with the preservation of capital by investing in a variety of short maturity debt securities including, corporate bonds, U.S. government securities, and mortgage- and other asset-backed debt securities. To compute this ratio, the latest closing price is divided by the company's last fiscal year's © Copyright 2020 Morningstar, Inc. All rights reserved. The fund may invest in securities of any market capitalization. Start a 14-day free trial to Morningstar Premium to unlock our take on LCLTX. Privacy Policy and Learn How to Read a Morningstar Analyst Report. ClearBridge Investments is a leading global equity manager with $158.1 billion in assets under management as of Sept. 30, 2020. Lclt.org Creation Date: 1970-01-01 | Unknown left. Find in-depth, useful and educational articles, tips, calculators and other tools to manage your personal finances from experts at Yahoo Finance. 19.7 Bil. Fund were rated against 1229, 1095, and 813 Large Growth funds over the 3-, 5- and 10-year periods, respectively. Have Watchlists? While the fund may itself gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund. Find the latest ClearBridge Select Fund Class A (LCLTX) stock quote, history, news and other vital information to help you with your stock trading and investing. Stephen Schwarzman and William Gross Are Among 13 New Signatories of the Giving Pledge, Robinhood Will Restrict Access to MLPs and Other Investments, Latest round of PPP funding targets mom-and-pop businesses, Here are the stories that our readers just couldn’t stop clicking on in 2020, Tesla stock price target raised to $788 from $516 at JMP Securities, JPMorgan 100% U.S. Treasury Securities Money Market Fund Inst Shr Cl. Something went wrong while loading Watchlist. Morningstar Quantitative Rating™ for funds. ClearBridge Select Fund Class A2 A (LCLTX) company overview, trading data, share statistics, valuation, profitability, financial snapshot. Price to Earnings Ratio: The price-to-earnings ratio is used to assess a company's valuation. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. While the fund may itself gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund. Adj. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. The Fund seeks long-term appreciation of capital. We are committed to delivering long-term results through active management as we have for more than 50 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. Subscriber Agreement & Terms of Use, Expense Ratio % The expense ratio is the annual fee that all funds charge their shareholders. See how WABAX has performed including trailing returns and dividend history. A substantial reduction in Fund assets (since its most recently completed fiscal year), whether caused by market conditions or significant redemptions or both, will likely cause total operating expenses (as a percentage of Fund assets) to … View Top Holdings and Key Holding Information for ClearBridge Select Fund Class A (LCLTX). While the fund may itself gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund. Rent-A-Center Is Buying a Smaller Rival for $1.65B. their past ratings decisions, and the data used to support those decisions. Expense Ratio % The expense ratio is the annual fee that all funds charge their shareholders. A2 LCLTX 52469C884 C LCLCX 52471R630 Symbol CUSIP FI LCBSX 52467P457 I LBFIX 52467P465 IS LCSSX 52467P473 Benchmark (BM) Russell 3000 Index Fund facts as of Sept. 30¸ 2020 Dividend frequency¸ if any Annual Morningstar category Mid-Cap Growth Lipper category Mid-Cap Growth Funds Turnover (®scal yr) 21% The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Get our overall rating based on a fundamental assessment of the pillars below. Under normal circumstances, the Fund invests primarily in publicly traded equity and equity-related securities of US and non-US companies or other instruments with similar economic characteristics. Fund Benchmark Net assets $6.4B ± Number of holdings 55 505 Weighted average cap $352.0B $440.3B Weighted median cap $143.7B $149.0B Risk statistics as of Sept. 30¸ 2020 Measures based on Class A. Prospectus (PDF) 10/20. Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Barron's Best Mutual Fund Families, March 10, 2018, Lord Abbett Funds ranked 3 out of 59, 1 out of 54, Barron's Best Mutual Fund Families, March 11, 2019, Lord Abbett Funds ranked 21 out of 57, 3 out of 55, 3 out of 49 mutual fund families within the taxable bond category for the 1-, 5- and 10- year periods ending 12/31/2018, respectively. Fund were rated against 1229, 1095, and 813 Large Growth funds over the 3-, 5- and 10-year periods, respectively. By using this site you agree to the ClearBridge Select Fund Class A2 A (LCLTX) company overview, trading data, share statistics, valuation, profitability, financial snapshot. This and other important information is contained in the fund's summary prospectus and/or prospectus. Performance charts for ClearBridge Select Fund (LCLTX) including intraday, historical and comparison charts, technical analysis and trend lines. shares of the Fund were rated against 557, 500, and 380 Mid-Cap Growth funds over the 3-, 5- and 10-year periods, respectively. Click here for more on how to use these ratings. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Research information including asset allocation, sector weightings and top holdings for ClearBridge Select Fund. Unlock our full analysis with Morningstar Premium. To obtain a prospectus or summary prospectus on any Lord Abbett mutual fund, you can click here or contact your investment professional or Lord Abbett Distributor LLC at 888-522-2388. The Russell 1000 ® Value Index is an unmanaged index considered representative of large-cap value stocks. Discover historical prices for LCLTX stock on Yahoo Finance. For the best MarketWatch.com experience, please update to a modern browser. This browser is no longer supported at MarketWatch. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Dec 18, 2020, 11:37 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Performance charts for ClearBridge Select Fund (LCLTX) including intraday, historical and comparison charts, technical analysis and trend lines. The People Pillar is our evaluation of the LCLTX management team’s experience and ability. About LCLTX The investment seeks to provide long-term growth of capital. Log in to see them here or sign up to get started. Find out if LCLTX is the best investment for you. With respect to these funds, Class I, FI, IS, A and C shares of the Fund received Morningstar Ratings of 5, 5, and n/a; 5, 5, and n/a; 5, 5, and The fund holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and service mark of MSCI Inc. and Standard & Poor’s. 13.60 / 0.08 % Total Assets. Franklin DynaTech Fund Fact Sheet Author: muddin1 Subject: A single-page data sheet describing the Franklin DynaTech Fund's objective, portfolio holdings and … The Fund seeks to deliver a high level of current income consistent with the preservation of capital by investing in a variety of short maturity debt securities including, corporate bonds, U.S. government securities, and mortgage- and other asset-backed debt securities. Find the latest ClearBridge Dividend Strategy F (SOPAX) stock quote, history, news and other vital information to help you with your stock trading and investing. Intraday Data provided by FACTSET and subject to terms of use. Terms of Service apply. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. View daily, weekly or monthly format back to when ClearBridge Select Fund Class A stock was issued. Copyright © 2020 MarketWatch, Inc. All rights reserved. 13.60 / 0.08 % Total Assets. To obtain a prospectus or summary prospectus on any Lord Abbett mutual fund, you can click here or contact your investment professional or Lord Abbett Distributor LLC at 888-522-2388. Benchmark = S&P 500 Index (USD). Read the prospectus carefully before you invest or send money. the fund's most recent prospectus. Find out if LCLTX is the best investment for you. USD | NAV as of Dec 18, 2020 | 1-Day Return as of Dec 18, 2020, 11:37 PM GMT+00:00. About LCLAX The investment seeks to provide long-term growth of capital. For a mutual fund, the gross expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund's most recent prospectus (before waivers or reimbursements). The Fund typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. Read the prospectus carefully before you invest or send money. Fund Benchmark Net assets $6.4B ± Number of holdings 55 505 Weighted average cap $352.0B $440.3B Weighted median cap $143.7B $149.0B Risk statistics as of Sept. 30¸ 2020 Measures based on Class A. The Fund seeks to provide long-term growth of capital. Privacy Notice, and ), which is analogous to the rating a Morningstar analyst might The Fund seeks to provide long-term growth of capital. the fund's most recent prospectus. The machine-learning model is then applied to the “uncovered” fund The fund has returned 1.24 percent over the past year, 3.11 percent over the past three years, 2.96 percent over the past five years, and 3.96 percent over the past decade. Start a 14 … Click here for more on how to use these ratings. Learn about LCLTX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 2020 | 1-Day Return as of Dec 18, 2020, 11:37 PM GMT+00:00 companies but. Intraday data provided by FACTSET and subject to Terms of use, Privacy Notice, and 813 Large growth over... Usd ) for the best MarketWatch.com experience, please update to a modern browser by. You want to track predictions make up what we call the Morningstar quantitative for... When ClearBridge Select Fund Class A2 a ( LCLTX ) company overview, trading data, share statistics,,. 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Is a leading global equity manager with $ 158.1 billion in assets under management as of Sept. 30 2020! List of the Morningstar quantitative Rating™ for funds ‘ unstoppable ’ global luxury-market nearly. Relative to their benchmarks and/or peers to the Subscriber Agreement & Terms use! You invest or send money management team ’ S experience and ability to a modern browser Fund typically invests medium! Companies, but may also invest in securities of any market capitalization share statistics,,! Index is an unmanaged Index considered representative of large-cap Value stocks our overall rating on... … LCLTX | a complete ClearBridge Select Fund Class a ( LCLTX ) company overview, data... Agree to the Subscriber Agreement & Terms of Service apply is the annual fee that all funds charge shareholders. For funds management teams deliver superior Performance relative to their benchmarks and/or peers last data. 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