Nasdaq - Delayed Quote USD

ClearBridge Select FI (LCBSX)

45.50 +0.44 (+0.98%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.45%
5y Average Return 11.87%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 58.31%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 58.31%
Worst 3Y Total Return -0.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LCBSX
Category
YTD
8.56%
10.80%
1-Month
2.31%
4.43%
3-Month
8.56%
7.00%
1-Year
24.16%
48.17%
3-Year
0.53%
21.26%
5-Year
13.99%
20.18%
10-Year
14.55%
14.07%
Last Bull Market
43.31%
27.14%
Last Bear Market
-22.78%
-21.26%

Annual Total Return (%) History

Year
LCBSX
Category
2024
--
--
2023
23.81%
--
2022
-33.24%
--
2021
19.89%
--
2020
58.31%
39.26%
2019
33.11%
32.52%
2018
10.18%
-6.65%
2017
38.55%
23.91%

2016
3.83%
6.03%
2015
-4.28%
-0.95%
2014
13.30%
7.00%
2013
49.79%
34.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.56% -- -- --
2023 8.25% 8.09% -6.39% 13.03%
2022 -15.98% -22.78% -4.50% 7.75%
2021 5.86% 11.46% -1.41% 3.05%
2020 -18.39% 45.36% 14.81% 16.23%
2019 17.76% 4.32% -1.22% 9.69%
2018 9.74% 10.95% 8.44% -16.55%
2017 12.12% 8.96% 4.61% 8.42%
2016 -8.32% 3.23% 13.01% -2.91%
2015 -0.88% 1.26% -12.21% 8.63%

2014 0.14% 0.68% 1.22% 11.02%
2013 11.87% 2.30% 20.74% 8.40%

Rank in Category (By Total Return)

YTD 56
1-Month 63
3-Month 56
1-Year 44
3-Year 66
5-Year 10

Load Adjusted Returns

1-Year 24.16%
3-Year 0.53%
5-Year 13.99%
10-Year 14.55%

Performance & Risk

YTD Return 2.45%
5y Average Return 11.87%
Rank in Category (ytd) 56
% 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 3.35B
YTD Return 8.56%
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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