3 / 5 Stars
4 4 5 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#65 in Large Value
U.S. News evaluated 330 Large Value 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 22.21 percent over the past year, 16.20 percent over the past three years, 17.77 percent over the past five years, and 7.49 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.8%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||7.5%|
The investment seeks long-term growth of capital as its primary investment objective; current income is a 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, of companies with large market capitalizations.
Fees are Low compared to funds in the same category.
ClearBridge Large Cap Value Fund has an expense ratio of 0.98 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.