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