US Multi-Cap Growth
ClearBridge Select Fund
Last updated: 2026-09-03
The Verdict
ClearBridge Select Fund charges an expense ratio of 1.08%. On a $100,000 portfolio, that's $1,080 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at 98% correlation, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
1.08%
Star Rating
2/ 5
Market Beta
0.89
Model Correlation
98%
Sharpe Ratio
0.09
Max Drawdown
45.32%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund 6.1% vs Model 7.8%; 3Y: Fund 44.5% vs Model 44.4%; 5Y: Fund 15.2% vs Model 10.5%.
Alpha After Fees
Supreme.PM's model achieves 98% correlation with ClearBridge Select Fund, providing similar exposure at a flat subscription cost.
Fee Analysis
ClearBridge Select Fund charges 1.08% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
US Multi-Cap Growth Category
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US Multi-Cap Growth Rankings
Top-rated US Multi-Cap Growth funds
Our Methodology
How we decode fund strategies
American Funds AMCAP Fund
3-star rated
William Blair Growth Fund
3-star rated
Fidelity Trend Fund
5-star rated
Sit Mid Cap Growth Fund
2-star rated
ClearBridge Growth Fund
1-star rated
Frequently Asked Questions
What is the expense ratio of ClearBridge Select Fund?
ClearBridge Select Fund has an expense ratio of 1.08%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate ClearBridge Select Fund?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund closely, at 98% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
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