ClearBridge Equity Income Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

#71 in Large Value

U.S. News evaluated 329 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Legg Mason funds

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 15.20 percent over the past year, 14.02 percent over the past three years, 18.12 percent over the past five years, and 6.70 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.8%
1 Year 15.2%
3 Years (Annualized) 14.0%
5 Years (Annualized) 18.1%
10 Years (Annualized) 6.7%

See more SOPAX performance

Summary

The investment seeks to provide a high level of current income; long-term capital appreciation is its secondary objective. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics. It may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts. The fund may invest up to 20% of its net assets in fixed income securities. It may invest in fixed income securities of any quality, including lower-rated, high-yielding debt securities.

Fees

Fees are Low compared to funds in the same category.
ClearBridge Equity Income Fund has an expense ratio of 1.15 percent.

See more SOPAX fees

Risk

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

See more SOPAX risk