ClearBridge Value Trust

Scorecard
3 / 5 Stars
Lipper
4 3 4 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.14 percent over the past year, 17.31 percent over the past three years, 16.83 percent over the past five years, and 2.41 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.3%
1 Year 28.1%
3 Years (Annualized) 17.3%
5 Years (Annualized) 16.8%
10 Years (Annualized) 2.4%

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities that, in the portfolio managers' opinion, offer the potential for capital growth. It generally invests in companies with market capitalizations greater than $5 billion, but may invest in companies of any size. The fund may also invest in debt securities. It may invest up to 25% of its total assets in long-term debt securities. Up to 10% of its total assets may be invested in debt securities rated below investment grade (i.e., below BBB/Baa), commonly known as "junk bonds," and unrated securities judged by the adviser to be below investment grade.

Fees

Fees are Above Average compared to funds in the same category.
ClearBridge Value Trust has an expense ratio of 1.46 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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