ClearBridge Select Fund Class A (LCLAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LCLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LCLAX
LCLAX charges 1.10% annually. There are 118 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | LCLAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | LCLAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | LCLAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | LCLAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | LCLAX vs VMFGX |
Best Risk-Adjusted Alternatives to LCLAX
LCLAX has a PortfoliosLab risk / return rank of 12. There are 68 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | LCLAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | LCLAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | LCLAX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | LCLAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | LCLAX vs POAGX |
Top Performing LCLAX Alternatives (YTD)
LCLAX is at 5.48% YTD. There are 114 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | LCLAX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | LCLAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | LCLAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | LCLAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | LCLAX vs POAGX |
Lowest Volatility Alternatives to LCLAX
LCLAX has 15.19% 1-year volatility. There are 27 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | LCLAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | LCLAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | LCLAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | LCLAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | LCLAX vs VLIFX |
Lowest Drawdown Alternatives to LCLAX
LCLAX has a 1-year max drawdown of -14.36%. There are 87 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | LCLAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | LCLAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | LCLAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | LCLAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | LCLAX vs SECUX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 17 | 9.66% | — | Jan 1968 | LCLAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -8.99% | — | May 1969 | LCLAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 80 | 5.21% | — | — | LCLAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 23 | 6.65% | — | Apr 1948 | LCLAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 34 | 20.75% | — | Jun 2011 | LCLAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.78% | — | Jan 1987 | LCLAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.70% | — | Aug 1997 | LCLAX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 5.36% | — | Aug 1997 | LCLAX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.59% | — | Oct 1983 | LCLAX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 43 | 15.10% | — | Oct 1990 | LCLAX vs TFEQX |
Often Compared With LCLAX
Investors most often compare LCLAX with VOO, WWNPX, BARAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LCLAX with Any Fund or Stock
Compare LCLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LCLAX with funds that move differently
ClearBridge Select Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LCLAX.
Explore LCLAX Diversifiers