Nasdaq - Delayed Quote USD

ClearBridge Select IS (LCSSX)

47.12 -0.20 (-0.42%)
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.

ClearBridge Select IS

New York, NY 10041
620 EIGHTH AVENUE, 49TH FLOOR
1-877-721-1926

Fund Overview

Category Mid-Cap Growth
Fund Family Franklin Templeton Investments
Net Assets 3.35B
YTD Return 8.67%
Yield 0.00%
Morningstar Rating
Inception Date Nov 30, 2012

Fund Operations

Last Dividend 0.02
Last Cap Gain -1.00
Holdings Turnover 20.00%
Average for Category --

Fees & Expenses

Expense LCSSX Category Average
Annual Report Expense Ratio (net) 1.11% 1.09%
Prospectus Net Expense Ratio 1.11% --
Prospectus Gross Expense Ratio 1.11% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Aram E. Green, Lead Manager since November 30, 2012
Aram co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products, and manages the Select strategy. He began his career in asset management as an equity analyst at Hygrove Partners, LLC. Aram joined ClearBridge Investments as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager. He is a member of the ClearBridge Management Committee. Prior to joining Hygrove, Aram was co-founder and executive vice president of iCollege, an infrastructure software company catering to the educational market place. In 2001, iCollege was acquired by BlackBoard Inc. Aram earned a BA in Economics from Union College. Aram serves as a board member for several non-profit organizations.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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