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