ClearBridge Large Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
2 3 5 4 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 326 Large Value 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 22.37 percent over the past year, 13.20 percent over the past three years, 20.47 percent over the past five years, and 5.67 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.4%
1 Year 22.4%
3 Years (Annualized) 13.2%
5 Years (Annualized) 20.5%
10 Years (Annualized) 5.7%

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Summary

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

Fees are Low compared to funds in the same category.
ClearBridge Large Cap Value Fund has an expense ratio of 1.74 percent.

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Risk

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

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