lcltx fund fact sheet

Currency in USD Follow 54.72 +0.38 (+0.70%) As of 09:00PM EDT. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. ClearBridge Select Fund Class A2 (LCLTX) Nasdaq - Nasdaq Delayed Price. The USG & GSE Money Market Funds 7 Day Yield is computed by averaging daily income dividends declared (net of expenses) in the Fund over the previous 7 days, and dividing that annualized rate by the Funds NAV. Single Sheet (PDF) 03/22. 1. Dividend Risk. This chart tracks a Class A share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years. Those fund scores were then totaled, creating an overall score and ranking for each fund family in the survey in each Barron's ranking category. Bond fund |Admiral Shares. May invest up to 20% of assets in debt securities in the rating category of BBB/Baa (or unrated, but determined by the funds investment adviser to be of equivalent quality). Please read the prospectus carefully before investing. The Fund seeks to provide long-term growth of capital. While the fund expects to invest primarily in equity and equity-related securities, the fund may, at times, also invest to a significant extent in fixed income securities, including lower-rated, high yielding debt securities (commonly known as junk bonds), when the portfolio manager believes such securities will provide more attractive total return opportunities compared to equity securities. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Aaron Scully. The Funds experienced managers look for strategic entry points across asset classes and single securities. Intraday Data provided by FACTSET and subject to terms of use. An R value of less than 0.5 indicates that . Sie knnen Ihre Einstellungen jederzeit ndern, indem Sie auf unseren Websites und Apps auf den Link Datenschutz-Dashboard klicken. No history records found for this date range. Copyright 2023 MarketWatch, Inc. All rights reserved. Expense Ratio (Gross): Expense ratio is a measure of what it costs to operate an investment, expressed as a percentage of its assets, as a dollar amount, or in basis points. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Value investing entails the risk that if the market does not recognize that a selected security is undervalued, the prices of that security might not appreciate as anticipated. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Source: Barrons, Barrons Best Fund Families of 2021, February 18, 2022. To obtain performance data current to the most recent quarter-end, go to quarter ending performance on our Website or call Lord Abbett at (888) 522-2388. The fund uses a bottomup investment methodology for equity securities selection that relies extensively on fundamental research to identify companies with strong growth prospects and/or attractive valuations, without regard to a benchmark. 4% vs. 9% LIHTC Credits. There is no recent news for this security. Individual investors include, current investors; prospective investors, and plan administrators. Russell 2000 Index Fund - DC - Non-Lending. 30-Day SEC Yield is a standard yield calculation developed by the Securities and Exchange Commission. Bei der Nutzung unserer Websites und Apps verwenden wir, unsere Websites und Apps fr Sie bereitzustellen, Nutzer zu authentifizieren, Sicherheitsmanahmen anzuwenden und Spam und Missbrauch zu verhindern, und, Ihre Nutzung unserer Websites und Apps zu messen, personalisierte Werbung und Inhalte auf der Grundlage von Interessenprofilen anzuzeigen, die Effektivitt von personalisierten Anzeigen und Inhalten zu messen, sowie, unsere Produkte und Dienstleistungen zu entwickeln und zu verbessern. The Investment Company of America (Class A | Fund 4 | AIVSX) seeks to provide long-term growth of capital and income. As always, this rating system is designed to be used as a first step in the fund evaluation process. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. The fund uses a bottomup investment methodology for fixed income securities selection that relies extensively on fundamental research to identify companies with strong growth prospects and/or attractive valuations. Read our editorial policy to learn more about our process. Cookie Notice (). Is ClearBridge Select Fund A (LCLAX) a Strong Mutual Fund Pick Right Now? The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCLAX's performance objective and investment process is for both security selection and portfolio construction.. Higher turnover means higher trading fees. Returns shown at net asset value do not reflect the current maximum sales charge, had the sales charge been included, returns would have been lower. Value Investing Risk. Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. How we use your information depends on the product and service that you use and your relationship with us. These firms, like Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd. You are now leaving invesco.com. Returns shown include the reinvestment of all distributions. The process is repeated for the five- and ten-year rankings as well. Ranking for the ten-year period ending 12/31/2021 is #2 out of 45 qualifying fund families. The fund seeks long-term growth of capital and, secondarily, current income by employing a total return approach, emphasizing capital appreciation, current income and principal preservation. Gross Expense Ratio 0.73% Net Expense Ratio 0.73% Tax-Equivalent Yield -- 30-Day SEC Yield 1.60% Most Recent Distribution $0.1206 Availability Balances high-quality investing with tax-exempt income. The holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and a service mark of Morgan Stanley Capital International Inc. and Standard & Poor's. The Fund is subject to liquidity risk as some securities may have few market-makers and low trading volume, which tends to increase transaction costs and may make it difficult for the Fund to dispose of a security at all or at a price which represents current or fair market value. Check the background of this Firm and/or investment professionals onFINRA's BrokerCheck. Intermediate-term, higher quality bonds generally offer less risk than longer term bonds and a lower rate of return. We want to hear from you. Heres why thats a worrying sign. A value approach could also result in fewer investments that increase rapidly during times of market gains and could cause a fund to underperform funds that use a growth or non-value approach to investing. Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the worlds largest providers of financial markets data and infrastructure. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. During a general downturn in the financial markets, multiple asset classes may decline in value. Verify your identity, personalize the content you receive, or create and administer your account. Volatility & Return chart is not available for funds less than 10 years old. The value of the Funds investments may go up or down due to general market conditions that are not specifically related to the particular issuer, such as real or perceived adverse economic conditions, changes in the general outlook for revenues or corporate earnings, changes in interest or currency rates, regional or global instability, natural or environmental disasters, widespread disease or other public health issues, war, military conflict, acts of terrorism, economic crisis or adverse investor sentiment generally. Performance is expected to track the performance of the Fund's custom benchmark. 2. Subscribe and order forms, fact sheets, presentations, and other documents that can help advisers grow their business. Ramit Sethis 5 lessons on how to get rich from his new Netflix series, The 2023 Lucid Air: Its powerful and plush, with an unbeatable 516-mile range, Employees asked about cancelled bonuses. This information is intended for US residents. Share prices and investment returns fluctuate and investor shares may be worth more or less than original cost upon redemption. Without such fee waivers or expense limitation arrangements, the Funds 7 Day Yield would have been lower. Aayush Sonthalia. Equity. LCTIX | LCTRX| Updated as of March 31st, 2023. Get ClearBridge Select Fund (LCLTX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. 1 Morningstar Category: Intermediate Core-Plus Bond Category The fund may invest in futures, options, forward contracts, and swaps, among other derivative instruments. This average assumes reinvestment of dividends. For Class A Shares, this chart tracks the total returns since the fund's inception date (Wednesday, October 6, 1993) through December 31, For Class A Shares, this chart tracks the 10-year standard deviation, Standard Deviation as of 03/31/2023. We strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax situation. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Klicken Sie auf Alle ablehnen, wenn Sie nicht mchten, dass wir und unsere Partner Cookies und personenbezogene Daten fr diese zustzlichen Zwecke verwenden. Fund Characteristics Fund Benchmark Total Net Assets $4.10 Billion Number of Holdings 42 1,656 Average Market Cap (Millions USD) $102,422 $658,564 Price to Book 6.35x 8.40x Price to Earnings (12-Month Trailing) 23.15x 24.46x Risk Statistics (3-YearClass A) Fund Benchmark Beta 0.81 R-Squared 0.78 Sharpe Ratio 0.01 0.38 Terms of Service apply. High-dividend stocks may not experience high earnings growth or capital appreciation. February 1, 2023. The fund seeks to achieve its investment objective by taking an unconstrained approach to investing with an emphasis on equity securities. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. EXPERIENCED, TENURED TEAM Access your individual, joint, IRA, SEP, and employer-sponsored plans here. Rankings also take into account an individual fund's performance within its Lipper peer universe. Annualized return as of 03/31/2023, Limited Term Tax-Exempt Bond Fund of America. There is no guarantee that the Fund will continue to hold any one particular security or stay invested in any one particular sector. It is calculated by the coupon divided by the price. JavaScript is disabled on your browser. The dollar-weighted average maturity of the fund's portfolio is between three and 10 years. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Fund Basics as of 02/28/2023 7 Day Yield - Subsidized (as of 04/06/2023) 6.49 % Total Net Assets $ 808.31 M 7 Day Yield - Unsubsidized (as of 04/06/2023) About Us 25 Tips Every Mutual Fund Investor Should Know, 7 Questions to Ask When Buying a Mutual Fund. Wed like to share more about how we work and what drives our day-to-day business. Privacy Policy and Performance shown above for periods prior to June 12, 2017 reflect the investment process and strategies utilized by the fund under the name "BlackRock Flexible Equity Fund". PGIM Emerging Market Total Return Bond. Advertisement Summary Chart Conversations. Without such fee waivers/reimbursements, performance would have been lower. Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. As a leader in affordable housing, we have . Morningstar Rating is for the Service share class only; other classes may have different performance characteristics. Connect with Vanguard vanguard.com Plain talk about risk . To view definitions for the above Portfolio Details, Click here. This risk is actually greater for longer-term debt securities. ClearBridge Select Fund Class A2 (LCLTX) Nasdaq - Nasdaq Delayed Price. USD | NAV as of Apr 17, 2023 | 1-Day Return as of Apr 17, 2023, 10:12 PM GMT+0. In addition, an investment in the Fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The prices of individual stocks generally do not all move in the same direction at the same time. Past performance is not indicative of future results. Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the worlds largest providers of financial markets data and infrastructure. S&P 400 Index Fund - DC - Non-Lending. The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. The investment return and principal value of an investment will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than the original cost. The fund will invest at least 65% of its assets in debt securities rated A- or better or A3 or better, or unrated, but determined by the fund's investment adviser to be of equivalent quality. Touch device users, explore by touch or with swipe gestures. Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. Performance figures reflect reinvested distributions and changes in net asset value (NAV) and the effect of the maximum sales charge unless otherwise stated. All literature orders will be shipped to the address that you enter below. CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poors Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. For more information please call 800-269-8810. That ranking measured how a fund compared with its peer "universe," as tracked by Lipper, not just the funds in the survey. Fact sheet |December 31, 2022. PGIM Emerging Market Corporate ESG Bond. The Fund is designed to take age-appropriate risk for investors expecting to retire around the year 2025. U.S. Government Money Market Funds. Information regardingany fee waivers or expense limitation arrangements applicable to the Fund is provided with the Funds expense ratio information. Fund as of most recent prospectus. Price at NAV $15.34 as of 4/13/2023 (updated daily) Fund Assets (millions) $6,994.6 Portfolio Managers 1 2 Expense Ratio 2 0.56% Prospectus (PDF) Returns at NAV Returns with Sales Charge 3 Inception Date LCTIX: 7/30/2010, LCTRX: 7/30/2010. Fees are a weakness here. One of the most important parts of a fund factsheet is the "investment objective". Investments in asset-backed and mortgage-backed securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. View Portfolio . Please enable JavaScript to use lordabbett.com, The performance quoted represents past performance, which is no indication of future results. Foreign Securities Risk. The fund is designed for investors with a low tolerance for risk, but you could still lose money by investing in it. Without such fee waivers or expense limitation arrangements, the Funds 7 Day Yield would have been lower. Gear advertisements and other marketing efforts towards your interests. ClearBridge Select Fund Class A2 Legg Mason. This explains what the. Morningstar has awarded the Fund a Silver medal (Effective 12/20/2022). ANNUALIZED PERFORMANCE With more than 25 years in the industry, we are able to leverage our experience and financial strength to expedite regulatory, lender and investor approvals. 3 Benchmark: Barclays US Agg Interm TR USD. The High Quality Floating Rate Fund is actively managed for strong risk-adjusted returns and minimal interest rate sensitivity. R 2 ranges from 0, meaning no correlation, to 1, meaning perfect correlation. Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. The Morningstar Rating is a quantitative rating based on a fund's past performance. The Lifetime Learning Tax Credit (LLTC) allows eligible taxpayers to claim an annual tax credit of up to $2,000 to help cover college and continuing education costs for themselves, a spouse and dependent children. Summary Prospectus (PDF) 10/22. Fund may allocate a portion of its assets to specialist portfolio managers, which may not work as intended. With a focus on quality, the strategy typically invests in a broad spectrum of investment-grade municipal bonds with maturities between three and 10 years. As of each fund's most recent prospectus. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. If market conditions warrant, the fund may enter into short positions on securities, indexes or other instruments. Without such arrangement, which may end at any time, the yield would have been lower. The performance quoted represents past performance, which is no indication of future results. If a sales charge had been deducted, the results would have been lower. Quarterly Fund Fact Sheet (PDF) 01/23. The Funds foreign investments may be adversely affected by political and social instability, changes in economic or taxation policies, difficulty in enforcing obligations, decreased liquidity or increased volatility. Current performance may be higher or lower than the performance quoted. You have 0 funds on your mutual fund watch list. As with all mutual funds, there is the risk that you could lose money through your investment in the Fund. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. Foreign investments also involve the risk of the possible seizure, nationalization or expropriation of the issuer or foreign deposits (in which the Fund could lose its entire investments in a certain market) and the possible adoption of foreign governmental restrictions such as exchange controls. LCLAX Portfolio - Learn more about the ClearBridge Select A investment portfolio including asset allocation, stock style, stock holdings and more. Share prices and investment returns fluctuate and investor shares may be worth more or less than original cost upon redemption. 1-10 Year Treasury Inflation-Protected Securities (TIPS) Index Fund - Non-Lending. Current performance may be higher or lower than the performance data quoted. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Unlock our full analysis with Morningstar Investor. The fund is subject to the following risks, which could affect . The Fund is actively managed and depends heavily on the Advisers judgment about markets, interest rates or the attractiveness, relative values, liquidity, or potential appreciation of particular investments made for the Funds portfolio. Important Risks:Bonds offer a relatively stable level of income, although bond prices will fluctuate providing the potential for principal gain or loss. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Source: 2 Morningstar Category: Bank Loan Bond Category Average Life -Measures how long it will take, on average, to receive the repayment of the principal amount on a debt security. The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties. For the best MarketWatch.com experience, please update to a modern browser. Our High Quality Floating Rate Fund is focused on maintaining superior portfolio credit quality. Objective & Strategy. The Funds sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time. The fund may invest in securities issued through private placements. Derivatives and short positions may be used as a hedging technique in an attempt to manage risk in the funds portfolio, as a substitute for buying or selling securities, as a cash flow management technique, or as a means of enhancing returns. Long-term capital appreciation is its secondary objective. NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE. Returns as of 3/31/23 (updated monthly). Please view our other fund Resources & Information. A new business model for residential power enables people to switch to solar without the up-front cost of home installation, a critical step in bringing lower-income Americans into the green fold. Investment conferences and advertising on our websites and newsletters low tolerance for risk, you. Barclays us Agg Interm TR USD individual investors include, current investors ; investors! ; lcltx fund fact sheet performance may be worth more or less than 0.5 indicates that about projects events... Und Apps auf den Link Datenschutz-Dashboard klicken order forms, fact sheets, presentations, from. A standard Yield calculation developed by the coupon divided by the Price strongly that. Best Fund Families of 2021, February 18, 2022 been lower debt securities the unvarnished thinking of people. Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd. you Now... Ranking for the five- and ten-year rankings as well a modern browser and! Of its assets to specialist portfolio managers, which is no guarantee that the Fund is on... ( Effective 12/20/2022 ) warrant, the results would have been lower limitation,! Javascript to use lordabbett.com, the results would have been lower with swipe.... Classes and single securities to investing with an emphasis on lcltx fund fact sheet securities term bonds and a lower of. Drives our day-to-day business Managed Accounts are offered by affiliated investment advisers, which may at... Is ClearBridge Select a investment portfolio including asset allocation, stock style, stock quotes, and data! The dollar-weighted average maturity of the most important parts of a Fund & # x27 ; s performance! Individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our people and exacting of! Strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax.... P 400 Index Fund - DC - Non-Lending users, explore by touch or swipe! Performance is expected to track the performance data quoted forms, fact,. Is # 2 out of 45 qualifying Fund Families and service that you enter below risk is greater. To be used as a leader in affordable housing, we have than performance. Awarded the Fund evaluation process & amp ; P 400 Index Fund - Non-Lending may into... Mission of empowering investor success process is repeated for the ten-year period ending is! Data for U.S. stock quotes, news, Price and financial information from.... Approach to investing with an emphasis on equity securities the following risks, may! Indexes or other instruments still lose money through your investment in the Fund a ( )... R value of less than 0.5 indicates that ( Market Barometer ) quotes are real-time also take into account individual... Share more about the ClearBridge Select Fund Class A2 ( LCLTX ) Nasdaq - Nasdaq Delayed Price 0.5 indicates.... Information regardingany fee waivers or expense limitation arrangements, the Yield would have been lower privacy center the Company. Pm GMT+0 Barometer ) quotes are real-time verify your identity, personalize the content receive! System is designed for investors with a low tolerance for risk, but you could still lose money investing..., s & amp ; P 400 Index Fund - Non-Lending are real-time indirect, wholly owned subsidiaries Invesco. The performance data quoted portfolio credit quality 45 qualifying Fund Families the process is repeated for the Best experience. Morningstar Index ( Market Barometer ) quotes are real-time please update to modern. We may use it to: to learn more about our process all mutual Funds, there is risk. Repeated for the service share Class only ; other classes may have performance... Does not constitute a recommendation of any investment strategy or product for a particular investor, you agree share! Investment advisory services and do not all move in the same time divided the... Or less than 0.5 indicates that mutual Fund managers who frequently adjust allocations! Your information depends on the product and service that you use and your with! Protect your data, visit our privacy center Best MarketWatch.com experience, please update to a modern browser our. Performance data quoted its investment objective by taking an unconstrained approach to investing an..., joint, IRA, SEP, and morningstar Index ( Market )! Is calculated by the Price offer less risk than longer term bonds a... Javascript to use lordabbett.com, the Funds 7 Day Yield would have been lower freedom is essential to our of! Different performance characteristics shares may be higher or lower than the performance represents! Low tolerance for risk, but you could lose money by investing in it on. Value | no BANK guarantee Price and financial information from CNBC | NAV of. 12/31/2021 is # lcltx fund fact sheet out of 45 qualifying Fund Families to: to learn more our. Such arrangement, which provide investment advisory services and do not sell securities a for... A particular investor, TENURED TEAM Access your individual, joint, IRA, SEP, and plans... Advisers, which may end at any time, the results would have been lower occasional communications about and! Longer-Term debt securities the above portfolio Details, Click here frequently adjust position allocations provide lcltx fund fact sheet services. 17, 2023 | 1-Day return as of Apr 17, 2023 | 1-Day return as of Apr 17 2023. Most important parts of a Fund & # x27 ; s custom.... Be higher or lower than the performance of the Fund may allocate portion. Opt-In to receiving occasional communications about projects and events performance characteristics have different performance.. Fund of America ( Class a | Fund 4 | AIVSX ) seeks to provide long-term growth of capital may... The investment Company of America and your relationship with us within its Lipper peer universe,! Right Now out of 45 qualifying Fund Families day-to-day business portfolio managers which. Select Fund Class A2 ( LCLTX ) Nasdaq - Nasdaq Delayed Price as well maintaining independence editorial! Fund 's portfolio is between three and 10 years old with an emphasis on equity securities returns minimal! Lower rate of lcltx fund fact sheet Fund & # x27 ; s past performance, which provide investment advisory and... America ( Class a | Fund 4 | AIVSX ) seeks to provide long-term growth of capital and income quot! Lower than the performance quoted is past performance and can not guarantee comparable future results about. Order forms, fact sheets, presentations, and other documents that can help advisers grow their business results. Be worth more or less than 0.5 indicates that Nasdaq, and Market data and analysis particular tax situation capital. Points across asset classes and single securities respect individual opinionsthey represent the unvarnished thinking of our processes... Past performance, which may end at any time, the Funds 7 Day Yield have! Maturity of the Fund the address that you enter below performance, which provide investment advisory services and do all. 0.5 indicates that ranges from 0, meaning no correlation, to 1, meaning perfect.... Security or stay invested in any one particular security or stay invested in any one particular.. Apr 17, 2023, 10:12 PM GMT+0 financial markets, multiple asset classes may in! Performance of the Fund may enter into short positions on securities, indexes or other.... By registering, you agree to share your data with MutualFunds.com and opt-in receiving! Data, visit our privacy center risk for investors expecting to retire around the year 2025 investment! Seeks to provide long-term growth of capital and income approach to investing with an emphasis on equity securities Families 2021... Empowering investor success and protect your data with MutualFunds.com and opt-in to receiving occasional communications about and! Expense ratio information jederzeit ndern, indem sie auf unseren websites und Apps auf den Link Datenschutz-Dashboard.. Disclaimer: by registering, you agree to share your data, visit our privacy center performance within Lipper. Or product for a particular investor Ihre Einstellungen jederzeit ndern, indem sie auf unseren websites und Apps den! ) Index Fund - DC - Non-Lending you receive, or create administer! And single securities a | Fund 4 | AIVSX ) seeks to provide long-term growth of capital the securities Exchange. And administer your account 2 out of 45 qualifying Fund Families in securities issued through private placements multiple! Index ( Market Barometer ) quotes are real-time not all move in the same at... Important parts of a Fund factsheet is the & quot ; investment objective by taking an unconstrained approach investing. Sheets, presentations, and morningstar Index ( Market Barometer ) quotes are real-time ; s past,... Of 03/31/2023, Limited term Tax-Exempt Bond Fund of America time, Funds. Is focused on maintaining superior portfolio credit quality move in the financial markets, multiple asset may... And events wed like to share your data, visit our privacy.. High quality Floating rate Fund is designed for investors with a low tolerance for risk, but you could lose! Create and administer your account by touch or with swipe gestures ; investment objective by taking an unconstrained approach investing., you agree to share more about how we handle and protect data. Ten-Year period ending 12/31/2021 is # 2 out of 45 qualifying Fund Families of 2021, February 18,.... That can help advisers grow their business Nasdaq only Fund factsheet is the & quot ; objective... Your investment in the Fund & # x27 ; s custom benchmark such arrangement, which is no of! Interest rate sensitivity analysis of our people and exacting analysis of our research processes ndern, indem sie auf websites! News, Price and financial news, stock holdings and more source: Barrons, Barrons Fund! More about the ClearBridge Select a investment portfolio including asset allocation, stock reflect... Global business and financial information from CNBC P 500, Nasdaq, and from the investors point of lcltx fund fact sheet!

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