Nasdaq - Delayed Quote USD

ClearBridge Select FI (LCBSX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 58.31%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
LCBSXCategory AverageLCBSXCategory AverageLCBSXCategory Average
Alpha -10.64 0.01 -1.7 0.01 0.64 -0.02
BETA 1.09 0.01 1.12 0.01 1.13 0.01
Mean Annual Return 0.22 0.02 1.31 0.02 1.3 0.01
R-squared 86.14 0.82 81.09 0.79 75.69 0.8
Standard Deviation 20.64 0.23 22.85 0.19 19.68 0.17
Sharpe Ratio -0.02 0.01 0.59 0.01 0.72 0.01
Treynor Ratio -2.24 0.18 10.55 0.17 11.57 0.12

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