1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#339 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.87 percent over the past year, 9.13 percent over the past three years, 20.55 percent over the past five years, and 4.99 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||5.0%|
The investment seeks long-term capital growth and current income is a secondary consideration. The fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25% of net assets in equity securities of foreign issuers, either directly or through depositary receipts.
Fees are Above Average compared to funds in the same category.
ClearBridge All Cap Value Fund has an expense ratio of 1.34 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.