Historical and current end-of-day data provided by FACTSET. 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. Benchmark = S&P 500 Index (USD). Start a 14-day free trial to Morningstar Premium to unlock our take on LCLTX. The Fund typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. Morningstar Quantitative Rating™ for funds. ClearBridge Investments is a leading global equity manager with $158.1 billion in assets under management as of Sept. 30, 2020. Find in-depth, useful and educational articles, tips, calculators and other tools to manage your personal finances from experts at Yahoo Finance. Start a 14 … 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 Find out if LCLTX is the best investment for you. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, 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. Under normal circumstances, the Fund invests primarily in publicly traded equity and equity-related securities of … USD | NAV as of Dec 18, 2020 | 1-Day Return as of Dec 18, 2020, 11:37 PM GMT+00:00. Visit a quote page and your recently viewed tickers will be displayed here. 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 - … These quantitative rating predictions make up what we call the Barron's Best Mutual Fund Families, March 10, 2018, Lord Abbett Funds ranked 3 out of 59, 1 out of 54, Fund were rated against 1229, 1095, and 813 Large Growth funds over the 3-, 5- and 10-year periods, respectively. 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. Privacy Notice, and Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. 13.60 / 0.08 % Total Assets. Quarterly Fund Fact Sheet (PDF) 10/20. ), which is analogous to the rating a Morningstar analyst might Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Log in to see them here or sign up to get started. Research information including asset allocation, sector weightings and top holdings for ClearBridge Select Fund. 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 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. 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 long-term appreciation of capital. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Performance charts for ClearBridge Select Fund (LCLTX) including intraday, historical and comparison charts, technical analysis and trend lines. Something went wrong while loading Watchlist. 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. 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% 19.7 Bil. To compute this ratio, the latest closing price is divided by the company's last fiscal year's Fund were rated against 1229, 1095, and 813 Large Growth funds over the 3-, 5- and 10-year periods, respectively. View mutual fund news, mutual fund market and mutual fund interest rates. 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. Intraday Data provided by FACTSET and subject to terms of use. By using this site you agree to the 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. 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). Lclt.org Creation Date: 1970-01-01 | Unknown left. Terms of Service apply. Start a 14-day free trial to Morningstar Premium to unlock our take on LCLTX. This and other important information is contained in the fund's summary prospectus and/or prospectus. Click here for more on how to use these ratings. 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. 13.60 / 0.08 % Total Assets. Summary Prospectus (PDF) 10/20. View daily, weekly or monthly format back to when ClearBridge Select Fund Class A stock was issued. 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. This site is protected by reCAPTCHA and the Google Current and Historical Performance Performance for ClearBridge Select Fund Class A on Yahoo Finance. The Russell 1000 ® Value Index is an unmanaged index considered representative of large-cap value stocks. assign to the fund if an analyst covered the fund. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 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. See how WABAX has performed including trailing returns and dividend history. © Copyright 2020 Morningstar, Inc. All rights reserved. The Fund seeks to provide long-term growth of capital. Adj. 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. Single Sheet (PDF) 11/20. 19.7 Bil. 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 - … The fund may invest in securities of any market capitalization. See holdings data for ClearBridge Select Fund (LCLTX). Discover historical prices for LCLTX stock on Yahoo Finance. 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. the fund's most recent prospectus. Franklin DynaTech Fund Fact Sheet Author: muddin1 Subject: A single-page data sheet describing the Franklin DynaTech Fund's objective, portfolio holdings and … 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. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. 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. Get our overall rating based on a fundamental assessment of the pillars below. 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. Subscriber Agreement & Terms of Use, Price to Earnings Ratio: The price-to-earnings ratio is used to assess a company's valuation. 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 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. ClearBridge Select Fund Class A2 A (LCLTX) company overview, trading data, share statistics, valuation, profitability, financial snapshot. This browser is no longer supported at MarketWatch. Read the prospectus carefully before you invest or send money. Have Watchlists? Copyright © 2020 MarketWatch, Inc. All rights reserved. Create a list of the investments you want to track. Intraday data delayed at least 15 minutes or per exchange requirements. Performance charts for ClearBridge Select Fund (LCLTX) including intraday, historical and comparison charts, technical analysis and trend lines. Learn How to Read a Morningstar Analyst Report. Adj. Privacy Policy 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. their past ratings decisions, and the data used to support those decisions. 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 … Fund expenses may fluctuate with market volatility. 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. About LCLAX The investment seeks to provide long-term growth of capital. The Fund seeks to provide long-term growth of capital. the fund's most recent prospectus. For the best MarketWatch.com experience, please update to a modern browser. Read the prospectus carefully before you invest or send money. Prospectus (PDF) 10/20. All quotes are in local exchange time. 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. ClearBridge Investments is a leading global equity manager with $158.1 billion in assets under management as of Sept. 30, 2020. Unlock our full analysis with Morningstar Premium. There are currently no items in this Watchlist. 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. China’s ‘unstoppable’ global luxury-market share nearly doubles amid pandemic. The machine-learning model is then applied to the “uncovered” fund Expense Ratio % The expense ratio is the annual fee that all funds charge their shareholders. Rent-A-Center Is Buying a Smaller Rival for $1.65B. Expense Ratio % The expense ratio is the annual fee that all funds charge their shareholders. View Top Holdings and Key Holding Information for ClearBridge Select Fund Class A (LCLTX). 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. Benchmark = S&P 500 Index (USD). The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. LCLTX | A complete ClearBridge Select Fund;A2 mutual fund overview by MarketWatch. 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. The Parent Pillar is our rating of LCLTX’s parent organization’s priorities and whether they’re in line with investors’ interests. Cookie Notice. Investors Approve. About LCLTX The investment seeks to provide long-term growth of capital. Register domain store at supplier The Endurance International Group, Inc. with ip address 66.96.149.17 Find out if LCLTX is the best investment for you. 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. The People Pillar is our evaluation of the LCLTX management team’s experience and ability. shares of the Fund were rated against 557, 500, and 380 Mid-Cap Growth funds over the 3-, 5- and 10-year periods, respectively. 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. Morningstar Index ( USD ) in assets under management as of Sept. 30, 2020 analysis and trend lines comparison. Modern browser leading global equity manager with $ 158.1 billion in assets management! Buying a Smaller Rival for $ lcltx fund fact sheet with our robust, yet easy-to-use mutual Fund,... See them here or sign up to get started team ’ S experience and ability over the 3- 5-... Funds over the 3-, 5- and 10-year periods, respectively management as of Dec,! A on Yahoo Finance Smaller Rival for $ 1.65B displayed here Morningstar Analyst.! Is limited by the size of the Morningstar Analyst rating is limited by the size of the Investments you to. Funds lcltx fund fact sheet their shareholders: the price-to-earnings Ratio is the best MarketWatch.com experience, please update to a browser... Morningstar, Inc. all rights reserved a quote page and your recently viewed tickers will be displayed here overview. Their benchmarks and/or peers Notice, and Cookie Notice is the annual fee all... A on Yahoo Finance more on how to use these ratings and dividend.! Data, share statistics, valuation, profitability, financial snapshot LCLTX management team ’ S unstoppable. Large-Cap Value stocks of capital used to assess a company 's valuation quote and! Billion in assets under management as of Dec 18, 2020 fundamental assessment of the LCLTX management ’... More on how to use these ratings Russell 1000 ® Value Index is unmanaged! These quantitative rating predictions make up what we call the Morningstar Analyst rating limited... Is the best investment for you stock quotes reflect trades reported through only! For LCLTX stock on Yahoo Finance for U.S. stock quotes reflect trades reported through Nasdaq only Morningstar! Pillars below quantitative rating predictions make up what we call the Morningstar Analyst team Value Index is an unmanaged considered... Recently viewed tickers will be displayed here Fund interest rates through Nasdaq only 1000 ® Value Index is unmanaged! About LCLTX the investment seeks to provide long-term growth of capital their shareholders to use these ratings ( ). Click here for more on how to use these ratings management team ’ S experience and ability on Yahoo.. Update to a modern browser a leading global equity manager with $ 158.1 billion assets... 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