Clearbridge Select Fund Quote
| LBFIX Fund | USD 57.74 0.09 0.16% |
PerformanceSolid
| Odds Of DistressLow
|
Clearbridge Select is trading at 57.74 as of the 20th of July 2025; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 57.65. Clearbridge Select has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 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 | Franklin Templeton Investments Funds, Large Growth Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Clearbridge Select Fund [LBFIX] is traded in USA and was established 20th of July 2025. Clearbridge Select is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Franklin Templeton Investments family. This fund now has accumulated 2.84 B in assets with minimum initial investment of 1000 K. Clearbridge Select is currently producing year-to-date (YTD) return of 1.02%, while the total return for the last 3 years was 14.98%.
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
| SHOP | Shopify Class A | Stock | Information Technology | |
| HEES | HE Equipment Services | Stock | Industrials | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| WIX | WixCom | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials | |
| SGRY | Surgery Partners | Stock | Health Care | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| PODD | Insulet | Stock | Health Care |
Clearbridge Select Risk Profiles
| Mean Deviation | 0.7443 | |||
| Semi Deviation | 0.5922 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
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.
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