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Clearbridge Select Fund Cl A: (MF: LCLAX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 06:09 PM ET
$58.69 USD
-0.24 (-0.41%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.87 | 79 |
| 3 months | -2.40 | 87 |
| 6 months | 5.40 | 70 |
| 1 Year | 6.87 | 79 |
| 3 Year | 17.03 | 51 |
| 5 Year | 5.11 | 84 |
| 10 Year | 15.67 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 1.30 |
| 5 Year | 3.99 |
| 10 Year | 15.05 |
| Since Inception | 13.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.84 | 11.22 | 8.00 | -2.40 |
| 2024 | 8.57 | -1.76 | 6.87 | 6.25 |
| 2023 | 8.27 | 8.05 | -6.35 | 13.02 |
| 2022 | -15.96 | -22.78 | -4.58 | 7.74 |
| 2021 | 5.86 | 11.45 | -1.38 | 3.12 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.87 | 21.13 | 23.82 | -33.29 | 19.99 | 58.28 | 33.03 | 10.17 | 38.72 | 3.83 |
| % Total Return Rel to Index | -11.34 | -3.89 | -2.42 | -15.08 | -8.68 | 39.88 | 1.54 | 14.57 | 16.93 | -8.10 |
| % Total Return Rel to Peer | -5.83 | 1.73 | 0.82 | -13.59 | -2.06 | 38.37 | 4.60 | 17.03 | 18.04 | -3.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 4.00 | 1.00 | 2.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.82 | 0.00 | 0.00 | 0.29 | 0.44 | 0.17 |
| Expense Ratio | 1.33 | 1.33 | 1.33 | 1.34 | 1.35 | 1.39 | 1.47 | 1.49 | 1.24 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%