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