Clearbridge Select Fund Quote
LCBSX Fund | USD 55.65 0.38 0.68% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Clearbridge Select is trading at 55.65 as of the 1st of February 2025; that is 0.68 percent decrease since the beginning of the trading day. The fund's open price was 56.03. Clearbridge Select has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
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. More on Clearbridge Select Fund
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
Fund Concentration | Legg Mason Funds, Large Growth Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Legg Mason (View all Sectors) |
Update Date | 31st of December 2024 |
Clearbridge Select Fund [LCBSX] is traded in USA and was established 1st of February 2025. Clearbridge Select is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Legg Mason family. This fund now has accumulated 210.4 M in assets with no minimum investment requirementsClearbridge Select is currently producing year-to-date (YTD) return of 4.48%, while the total return for the last 3 years was 6.64%.
Check Clearbridge Select Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Select Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Select Fund Mutual Fund Constituents
HEES | HE Equipment Services | Stock | Industrials | |
NEWR | New Relic | Stock | Information Technology | |
MNST | Monster Beverage Corp | Stock | Consumer Staples | |
WSC | Willscot Mobile Mini | Stock | Industrials | |
WIX | WixCom | Stock | Information Technology | |
TREX | Trex Company | Stock | Industrials | |
SYNH | Syneos Health | Stock | Health Care | |
SBAC | SBA Communications Corp | Stock | Real Estate |
Clearbridge Select Risk Profiles
Mean Deviation | 0.8467 | |||
Semi Deviation | 1.17 | |||
Standard Deviation | 1.13 | |||
Variance | 1.28 |
Clearbridge Select Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Select financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Select security.
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation |