ClearBridge Select Fund (LCSSX) 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 LCSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LCSSX
LCSSX charges 0.99% annually. There are 84 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 | LCSSX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | LCSSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | LCSSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | LCSSX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | LCSSX vs VMFGX |
Best Risk-Adjusted Alternatives to LCSSX
LCSSX has a PortfoliosLab risk / return rank of 12. There are 66 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | LCSSX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | LCSSX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | LCSSX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | LCSSX vs POAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | LCSSX vs NEEIX |
Top Performing LCSSX Alternatives (YTD)
LCSSX is at 5.39% YTD. There are 98 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | LCSSX vs NEEIX | |
| Needham Growth Fund | 44.58% | — | Jan 1996 | LCSSX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | LCSSX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | LCSSX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | LCSSX vs WWNPX |
Lowest Volatility Alternatives to LCSSX
LCSSX has 15.16% 1-year volatility. There are 25 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | LCSSX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | LCSSX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | LCSSX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | LCSSX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | LCSSX vs SGFFX |
Lowest Drawdown Alternatives to LCSSX
LCSSX has a 1-year max drawdown of -14.24%. There are 83 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 | LCSSX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | LCSSX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | LCSSX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | LCSSX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | LCSSX vs TAAGX |
Other Mutual Funds from Legg Mason
The 10 most viewed Legg Mason mutual funds shown here include LCSMX, LMISX, LCILX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 90 | 45.45% | — | Jan 2018 | LCSSX vs LCSMX | |
| Franklin U.S. Large Cap Equity Fund | Large Cap Blend Equities | 81 | 12.15% | — | Apr 2008 | LCSSX vs LMISX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 46 | 11.56% | — | Mar 2015 | LCSSX vs LCILX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 98 | 1.34% | — | Jun 1992 | LCSSX vs ARMGX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 13 | 2.10% | — | Oct 2006 | LCSSX vs GOBSX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 61 | 1.33% | — | Dec 2006 | LCSSX vs LMSMX | |
| ClearBridge Value Trust | Large Cap Value Equities | 63 | 12.81% | — | Apr 1982 | LCSSX vs LMVTX | |
| ClearBridge Global Infrastructure Income Fund | Energy Equities | 68 | 13.38% | — | Mar 2016 | LCSSX vs RGSVX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 36 | 9.97% | — | Feb 1995 | LCSSX vs LMGEX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 10 | 3.24% | — | Apr 1995 | LCSSX vs LMGTX |
Often Compared With LCSSX
Investors most often compare LCSSX with SYLD, JANEX, KKR. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare LCSSX with Any Fund or Stock
Compare LCSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LCSSX with funds that move differently
ClearBridge Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LCSSX.
Explore LCSSX Diversifiers